瑞銀:升敏實(0425.HK)目標價至33港元 評級“買入”
瑞銀髮表報告指,敏實(00425.HK)股價於過去六個月累升約50%,該行對其投資重點主要是基於敏實對擠壓鋁產品的業務比例,並將其從裝飾延伸到主體結構部分(門框和電池盒),同時受惠於客户結構、推出新計劃以及出口業務進一步擴大等因素,相信該公司盈利復甦較行業為快。
報告稱,整體而言,預計敏實毛利率亦將因利用率提高及產品組合改善而上升。該行上調敏實2019至2021年盈利預測2%至6%,目標價相應由26.4港元升至33港元,維持“買入”評級。

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