港股異動 | 敏實集團(0425.HK)升超4% 機構料5月海外訂單逐步恢復
格隆匯5月26日丨敏實集團(0425.HK)盤初急升至近6%,現報21.25元,漲4.17%,暫成交896萬港元,最新總市值244.5億港元。公司股價自4月6日以來累計反彈30%。大摩日前預測,敏實集團有70-80%機會於未來15天股價上升,目標價33港元,投資評級為增持。公司短期估值吸引,而海外OEM業務自5月初起陸續復產,對敏實訂單亦有利。高盛預計2020年集團收入和收益將受到海外新冠疫情的嚴重拖累,預測的海外訂單可能在4月遭遇重創,隨後將逐步恢復。

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