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港股异动|敏实集团大涨近8%半年业绩表现超预期获多家大行看好
格隆汇 08-27 13:56
格隆汇8月27日丨敏实集团(0425.HK)大涨近8%,报24.1港元,近4个交易日已经累涨约25%,暂成交逾1亿港元,总市值277亿港元。公司上周公布的财报显示,上半年营收61.3亿元,同比增2.3%;毛利19.87亿元,同比减少0.8%;毛利率约32.4%,去年同期为33.4%;公司拥有人应占溢利8.94亿元,同比减少9.3%。在汽车行业集低迷的环境下,敏实半年业绩超预期表现,随后获多家投行上调目标价或评级,获瑞信上调目标价至31.6港元,维持“跑赢大市”评级;获博恩斯坦予目标价19港元,上调评级至“与大市同步”;获大和重申“买入”评级。此外,中金发表研报称,敏实集团最差的时候已经过去,收入增长持续性逐步确认,公司将重回盈利和估值双升通道。
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