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08-12 14:45

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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