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《大行报告》麦格理上调新秀丽(01910.HK)评级至「跑赢大市」目标价升至19.6元
阿思达克 08-22 15:43

麦格理发表报告指,新秀丽(01910.HK)上半年收入按年跌5%,并逊该行预期3%;盈利则按年跌19%,逊该行预期28%。惟管理层於分析员会议上公布成本管控计划,相信可提供短期有利因素,下半年亦能带动盈利回升,加上低基数因素,相信下半年收入可回复增长。

报告引述公司称,在6至7月看到正面销售势头。本港市场受压料对公司影响有限,因仅占集团收入约5%。麦格理料新秀丽今年下半年收入同比转正,按年料升2%,明年收入增长料加快至4%。

麦格理上调新秀丽评级,自「跑输大市」升级至「跑赢大市」,升今明两年盈利预测分别3.4%及17.7%,以现金流折现率计,目标价相应自14.8元上调至19.6元。

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