大和：维持嘉里物流“买入”评级 目标价升至21元
© Reuters. 大和：维持嘉里物流(00636)“买入”评级 目标价升至21元
智通财经APP获悉， 大和发表报告，维持嘉里物流 (HK:0636)买入”评级，目标价从19元升至21元。
报告指，公司近日获准分拆旗下泰国公司Kerry Express Thailand(KET)，根据最新版本，KET将发行不超过总股本的17.2％，约3亿股新股，筹集2亿至3亿美元。尽管面对疫情，但由于KET毛利率提高，且收入按年持平，上半年净利润仍按年增长14％。同时根据相关数据分析，KET的估值可能会高于大和预测。
大和又指，市场对最近疫苗开发抱有积极态度，有效疫苗最早可在2021年问世，医药物流可能会提高嘉里物流的毛利率，凭借强大冷链物流能力和医药物流经验，预计嘉里将从疫苗运输中受益。
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