富瑞:上調敏實(0425.HK)目標價至30.2港元 下半年將有良好復甦
富瑞發表研究報告指,敏實集團(0425.HK)下半年將有良好復甦,旗下新電池工廠的訂單首次進入特斯拉供應鏈,新業務將提振公司前景,該行上調敏實目標價18%至30.2港元。
富瑞指,公司仍面臨海外市場復甦的不確定性,故下調公司今年的盈利預測16.5%,但仍將2021年的盈利預測調升46.4%。富瑞估計,短期內公司新業務將刺激股價增長,基於現有客户羣對傳統業務的拓展也將增強公司的領導地位。

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