瑞銀升敏實集團(00425.HK)評級至「買入」目標價下調至26.4元
瑞銀發表報告指,敏實集團(00425.HK)自3月以來股價調整30%後,對其看法趨向正面。報告指,敏實於擠壓鋁產品有獨特市場份額,加上訂單於去年及今年急增,自由現金流情況顯著向好,市盈率水平低於五年平均20%,估值吸引,升評級自「中性」上調至「買入」。惟目標價自32.5元下調至26.4元,反映去年業績表現因疲弱內地市況而錄得遜預期表現。
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