《大行报告》瑞银上调敏华(01999.HK)目标价至13.5元 评级「买入」
瑞银发表研究报告指,纵然敏华(01999.HK)的股价年初至今已上升一倍,但相信仍有上涨空间,预期国内市场进一步加强,估计2020-23年梳化收入年均复合增长率24%,超出市场预期的14%;而海外复苏情况亦胜预期,产能转移到越南後,有助捕捉海外市场份额。
瑞银将敏华2021至2023财年的盈利预测平均上调8%,并上调中期盈利增长预测,目标价由9.2元上调至13.5元,维持「买入」评级。公司7月宣布收购新加坡梳化制造企业华达利国际60%股权,估计潜在交易可提升公司整体估值。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.