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摩通升敏实集团(0425.HK)评级至“中性”上调目标价至22港元
格隆汇 08-22 14:04

摩根大通发表报告表,敏实集团(00425.HK)上半年盈利胜该行原预期5%,但低于其他券商预期,该行认为公司盈利能力在上半年高于其他同业,加上股价已于今年调整,认为下行空间有限。

该行上调对敏实评级由“减持”升至“中性”,指最坏时间已过,维持对公司产品竞争能力的看法,但因国内行业需求放慢,令利润受压,决定将目标价由17港元升至22港元,认为其比同业有折让,同时升今明两年盈利预期4至6%。

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