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《大行報告》摩通升利豐(00494.HK)目標價至11.3元評級「中性」 @ 2014-03-23T17: Back Hot News
Keyword:利豐
Concept:利豐2013年 , 分拆品牌業務上市
若GBG成功上市,利豐將安排營運總監馮裕鈞接替樂裕民,出任利豐總裁及行政總裁,為利豐服務逾十年的樂裕民則調任GBG行政總裁,同時馮國綸將出任GBG非執行主席,並繼續擔任利豐主席。樂裕民認為,品牌業務最艱難時期已過,目前是合適時間上市,相信GBG多元化品牌組合及高利潤率優點,可吸引投資者,直指與利豐系內男裝股利邦(00891)有別。
利豐盈利重返歷史高位,並建議分拆品牌業務上市,股價急升二成一,並以全日高位收市,是表現最佳藍籌。
該行指,利豐計劃將環球品牌及授權業務分拆於聯交所獨立上市,股東屆時將同時擁有兩間
利豐同時宣布重組及分拆,而新三年計劃目標高於該行預期。該行相信,分拆業務上市的方

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