高盛:首予海信家電(0921.HK)“買入”評級 目標價13港元
高盛發表研究報告,指海信家電(00921.HK)H股估值吸引,相當於未來12個月預測市盈率6.5倍,首予“買入”評級,目標價13港元。該行指,雖然在高安裝基數下,傳統分體式空調市場增長速度正在放緩,但仍看到可變製冷劑流量(VRF)市場滲透率正在上升,仍有發展機會。
報告指,以市佔率計算,透過旗下合營海信日立,海信家電作為內地第二大VRF電器商,其將可受惠該市場的潛在增長,因其超過40%盈利是來自VRF,屬內地同業中最高。
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