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港股異動丨敏華控股(1999.HK)漲5.77% 多家投行發佈看多研報
格隆匯 09-14 14:21
格隆匯9月14日丨敏華控股(1999.HK)漲5.77%,報11港元,總市值79.6億港元。中金髮研報表示,基於敏華控股內外銷售持續向好帶來的估值重估,並預計下半年內外銷售有望繼續保持良好表現,因此將其目標價上調至12.8港元,維持“跑贏行業”評級。里昂發研報指,敏華控股在2021第二財季中國市場銷售維持強勁,主要受益於物業竣工,以及線上線下渠道擴張加快。除此之外,各地陸續放寬隔離措施也帶動了從7月起海外銷售的強勁復甦。儘管股價強勁,該行認為其估值未完全反映品牌價值和強勁的營運表現,因此重申“買入”評級,目標價由9.8港元上調至13.5港元。瑞銀將敏華2021至2023財年的盈利預測平均上調8%,並上調中期盈利增長預測,目標價由9.2港元上調至13.5港元,維持“買入”評級。

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