大和下调敏实集团(0425.HK)目标价至28港元评级“买入”
大和发表报告指,预期敏实集团(00425.HK)下半年内地收益按年持平(上半年则按年录跌8%),主要是受到市场复苏所带动,毛利率则会因价格下调而持续受压,但按年会有轻微改善。该行预期集团2019下半年至2021年海外业务会持续强劲。

该行下调敏实2019至2021年盈利预测10%至14%,以反映对其内地业务跌幅扩大的预测,由下跌5%调整至跌10%。因此目标价由33港元下调至28港元,重申“买入”评级。
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