《大行報告》瑞銀上調敏實(00425.HK)目標價至43元 評級「買入」
瑞銀發表報告,認為電池盒業務或成為敏實集團(00425.HK)的結構性增長機會,而集團的傳統業務亦在疫情的衝擊中穩定復甦。
該行表示,今年上半年新能源汽車訂單佔了敏實新業務獲取的73%,認為電池盒業務將成集團重要的收入及盈利增長動力,估計該業務於今年至2024年的收入年均複合增長率可達120%,並於2024年貢獻集團盈利的15%。
瑞銀上調敏實股份目標價,由25.6元大升至43元,評級維持「買入」。該行預期,集團於明年至2024年的盈利年均複合增長率為20%,而股本回報率亦料可由明年的12.5%,提升至2024年的15.9%。(ek/k)
~
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.