国泰君安指出，中国烟草集团对于中烟香港的定位为资本市场运营及国际业务扩展，公司有望作为上市平台整合中烟系资源。2021年公司并购中烟巴西，通过管理、生产、销售、治理等多方面赋能增厚后者盈利，后续收并购落地将为公司带来额外业绩弹性，在此基础上管理赋能有望发挥协同效应。CTIHK (06055) is currently up nearly 5%, as of the time of this report, up 4.75%, priced at 24.25 HKD, with a transaction volume of 26.0855 million HKD.
According to the Zhichun Finance APP, CTIHK (06055) is currently up nearly 5%. As of the time of writing, it has risen by 4.75%, trading at 24.25 Hong Kong dollars, with a transaction volume of 26.0855 million Hong Kong dollars.
On the news front, CTIHK previously announced that due to deepening existing Business, striving to expand new Business, and continuously enhancing comprehensive profitability, the group expects to record an increase in profit attributable to equity holders of no less than 30% for the fiscal year ending December 31, 2024, compared to 2023.
GTJA pointed out that the China Tobacco Group positions CTIHK for Capital Markets Operation and international Business expansion, with the company expected to integrate China Tobacco resources as a listed platform. In 2021, the company acquired China Tobacco Brazil, empowering and enhancing its profitability through various aspects such as management, production, sales, and governance. Subsequent mergers and acquisitions will provide additional performance flexibility, and management empowerment is expected to generate synergies.
