【券商聚焦】摩根士丹利削金界控股(03918)目标价15.38% 指其增长前景疲软

金吾财讯
Dec 24, 2024

金吾财讯 | 摩根士丹利发研报指,预测由于金界控股(03918)的增长前景疲软及俄罗斯业务减值影响悬而未决,今年第四季及下半年EBITDA将按年下跌9%,至分别7,300万美元及1.38亿美元,维持“与大市同步”评级。大摩并将今明两年EBITDA预测分别下调42%和24%,至1.93亿及3.02亿美元,当中计及第二季度的一次性费用影响,目前预测较市场普遍预期低约8%至9%。相应地,该行亦将金界的目标价由原先3.25港元下调至2.75港元。

该行表示,公司已恢复至净现金状况,展望明年金界可能恢复派息,届时股息回报率或达到约7%。

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