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【大行言論】里昂:再降利豐(0494-HK)盈測17-21%,目標價減兩成至10.5元 @ 2013-01-14T16: Back Hot News
Keyword:利豐 大行
Concept:利豐2012年 , 去年9月
其他大行方面,美銀美林及摩根士丹利將利豐目標價大減逾三成,評級分別降至跑輸大市及減持。而摩根大通及巴克萊,對利豐的目標價,最新看11.5元及13.5元。
利豐(00494)上周五收市後發盈警,料核心盈利跌40%,全年盈利料無增長,多家大行下調利豐目標價,今早大幅低開15.3%報11.76元,最新跌15%報11.76元。
美銀美林發表報告指,對利豐發盈警感到意外,這是過去2年其第3次盈利遜預期,反映公司在消化收購業務上的執行薄弱。基於2013年預測市盈率達25倍、盈利波動性上升、對其2013年復蘇感審慎,該行將其評級由「中性」降至「跑輸大市」,目標價大幅下調30%至10.2元。
多家大行均認為利豐為全年業績發盈警,屬意料之外,其中,美銀美林因而把其評級,由「中性」降至「跑輸大市」,並大幅下調目標價30%至10.2元。

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