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大行雖唱淡利豐低位反彈 @ 2013-03-23T07: Back Hot News
Keyword:利豐
Concept:15億美元目標 , 利豐今年核心經營盈利
中途放棄「三年計劃」的利豐(00494),遭一眾大行圍剿唱淡。除大淡友瑞銀繼續勁唱淡利豐、將目標價看7.5元外,摩通亦調低其目標價11%至10.2元,並且將其今年核心經營溢利預測降至9.06億美元,相信集團短期表現仍未見底。然而,該股昨逆市上升,收報10.74元,微升1.7%,惟其沽空比率高逾30%。
藍籌股普遍向下,匯控(005) 推低大市40點,收報83.1元,跌1元;遭多家大行降目標價的騰訊(700) ,股價尚未止瀉,收報245.4元,挫7元,為表現最差藍籌;中石油(857) 去年業績較預期差,收報10.24元,降0.14元;利豐(494) 核心經營溢利下降42%,兼棄三年目標,股價先跌後升0.18元,收10.74元。
環球消費品出口及物流集團香港利豐公布去年淨利出現2008年來首見衰退,公司並棄守今年將交卷的"三年計劃"目標。不過,公司表示,其美國業務LFUSA完成改組後,集團營運可望回到2011年的水平。
資金繼續炒股不炒市,美國經濟持續復蘇,復蘇概念股成為資金追捧對象,其中早前因業績遠差於市場預期而急跌的利豐(494.HK)昨日反彈3.6%。然而內銀股普遍走弱,多只內銀股表現弱勢。而有大行發表報告調低多只煤炭股目標價,主要受到內地環保政策或會增加行業成本等因素影響。

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