大行评级|小摩:首予海丰国际“增持”评级及目标价47港元

格隆汇
Aug 12
摩根大通发表研报指,首次给予海丰国际“增持”评级,看好其在亚洲区内有高密度且稳健布局,多元化客户基础覆盖大中华、日本、韩国及东南亚市场,以及资本配置策略审慎,并拥有行业领先的营运现金流、净现金状况及高派息比率。该行给予海丰国际目标价47港元,对应2027年预测企业价值对EBITDA比率约11倍,接近行业上限水平,指出现价相当于2027年预测市盈率约10.9倍,估值溢价属合理水平。

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