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Haitong International Securities Group Limited 2013-01-01T13:17 財經茄呢啡 海通國際(00665) 打算由證券商升級為積極參與市場、業務多元化的投資銀行。預料海通國際全年可賺得3億元,市盈率9.6倍,是眾證券股中最便宜的,短線可以3.6元為目標,短炒回報率15%。
Haitong International Securities Group Limited 2012-12-14T09:58 財經茄呢啡 唐牛 :海通國際(665)上半年受惠牽頭母公司海通證券(6837)上市,市況波動下盈利仍增一成。新股及配售活動轉旺,對海通國際有幫助。近期A股ETF成交火熱,海通國際作為首批推出RQFII基金慨券商將受惠。截至6月底止,海通每股NAV值3.48元,現價較資產值有一成折讓,而行內普遍有溢價。海通證券現持海通國際近七成股權,連同第二大股東新創建(659)所持7%,街貨僅約2億股,雖然現價私有化價值不高,但貨源歸邊易於炒上。海通國際昨收報3.02元,逆市升1.7%,成功突破阻力區,以NAV價作目標,潛在升幅15%。

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