今日盘中,中国建筑国际(03311.HK)股价大幅下跌7.36%,延续上一交易日8%的跌幅,引发市场关注。截至发稿时,该股报10.88港元,日内成交额达1.04亿港元。
业绩不及预期是引发股价下跌的主要原因。公司此前公布的年度业绩显示,去年净利润同比增长2%至94亿元,低于市场预期。美银证券在最新研报中指出,公司盈利未达预期主要归因于收入增长低于预期、投资物业公允价值损失、联营公司收入减少以及对少数股东的分配增加。受此影响,美银证券将中国建筑国际的目标价从15.3港元下调至12.4港元。
值得注意的是,中国建筑国际近期完成了向东方国际发行2.446亿股认购股份的交易,募资近30亿港元。尽管如此,花旗银行仍维持对该公司的"买入"评级,目标价14.5港元不变。花旗认为,此次向国有资产管理公司溢价配股对公司基本面影响有限,预计交易完成后,公司的资产负债率将从去年的70.4%下降至68.6%。然而,市场似乎对公司的短期前景仍持谨慎态度,导致股价持续承压。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.