一、核心观点与评级维持国泰海通 证券发布研报,维持中烟香港(06055)“增持”评级,并上调2026-2027年EPS预测值至1.64/1.95港元(前值为1.58/1.75港元),同时给予2028年EPS预测值2.21港元。基于可比公司估值及中烟香港的内生外延拓展逻辑,目标价定为44港元,对应2026年27倍市盈率。该研报认为,公司在业务扩容和盈利能力优化方面表现突出,具备较大的成长空间。二、...
Source Link一、核心观点与评级维持国泰海通 证券发布研报,维持中烟香港(06055)“增持”评级,并上调2026-2027年EPS预测值至1.64/1.95港元(前值为1.58/1.75港元),同时给予2028年EPS预测值2.21港元。基于可比公司估值及中烟香港的内生外延拓展逻辑,目标价定为44港元,对应2026年27倍市盈率。该研报认为,公司在业务扩容和盈利能力优化方面表现突出,具备较大的成长空间。二、...
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