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美銀美林:升敏實(0425.HK)評級至“買入” 目標價上調至32港元
格隆匯 09-30 11:17

美銀美林發表研究報告將敏實(00425.HK)評級由“中性”升至“買入”,目標價由24港元上調至32港元。主因公司內地客户組合強勁及海外銷售利潤率較高,特別在歐洲,均有助穩固銷售增長;產品組合改變下,毛利率擴張較預期快,以及2019年下半年至2020年盈利將見顯着按年增長;新產品發佈帶來的增量增長。

報告指,敏實作為內地最大汽車零件供應商之一,料其銷售或每股基本盈利增長跑贏同業。該行將其2020年及2021年每股基本盈利預測調高,分別至2.06元人民幣及2.38元人民幣,各較市場預期高11%及13%。

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