国泰君安:首予中烟香港“增持”评级 目标价32.4港元

新浪网
06 Dec 2024

国泰君安发布研究报告称,首次覆盖中烟香港,给予“增持”评级,预计2024-2026年EPS1.11、1.30、1.52港元,目标价32.4港元。公司背靠中国烟草,业务多以独家经营方式开展,高壁垒赋予其业绩确定性,烟草制品出口放量及未来进一步并购整合有望释放弹性。公司是中烟体系内唯一以烟草为主业的上市主体,2018年业务重组,2019年赴港上市。公司主营五项业务,包括上游烟叶类产品进出口、下游卷烟和...

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