《大行》中金列出去年業績或超出預期的中資股預測名單(表)

阿斯達克財經

02-12

中金髮表港股策略報告，基於對該行行業分析員的內部調查，從自下而上的角度整理出了行業分析員認爲未來業績有可能超出或低於預期的個股名單。該行建議投資者在年報期間密切關注上述股票，業績超出於預期可能會對股價產生影響。
根據中金行業分析員觀點總結的去年業績可能超出市場預期的個股：

潛在高於去年業績一致預期10%以上的股份
股份│原因
海豐國際(01308.HK) │去年第四季度旺季超預期
京東物流(02618.HK) │得益於成本，四季度繼續按年改善
泡泡瑪特(09992.HK) │去年下半年開店、新品供應鏈放量速度高於市場預期，上季歐美旺季有望引領持續超預期
中信金融資產(02799.HK) │計劃去年內完成中信股份(00267.HK) 4.88%股份受讓，考慮該部分股權投資以權益法覈算，測算此次受讓可帶來232.5億元人民幣一次性其他收入
(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-02-12 12:25。)

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