大和：上调嘉里物流目标价至19元 维持“买入”评级
© Reuters. 大和：上调嘉里物流(00636)目标价至19元 维持“买入”评级
智通财经APP获悉，大和发表研究报告，上调嘉里物流 (HK:0636)目标价18.75%，由16元调高至19元，维持“买入”评级。
该行称，作为最大冷链物流服务供应商，且在运输药品方面有丰富经验，相信嘉里有望取得香港政府有关疫苗计划的物流订单，令集团有额外盈利动力。该行上调对其2021至2022年每股盈利预测5至8%，以反映潜在药物及疫苗运输需求增加。
报告指出，嘉里物流分拆泰国嘉里快递而派发的的特别息0.1至0.14元。另外预期在疫情情况已较6个月前明显改善下，嘉里处理香港仓库的计划未来几个月会加快。跟据早前一次管理层会议，集团计划出售香港两个仓库，预计取得13-15亿元收益。如果派息比率保持2019年的约30％水平，估计有额外每股派息约0.2元。
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