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《大行報告》大和一舉升好孩子國際(01086.HK)評級至「買入」 目標價上調至1.8元
阿思達克 03-25 15:53
大和發表研究報告,一舉升好孩子國際(01086.HK)投資評級兩級,由「持有」升至「買入」,目標價由1.25元升至1.8元,相當於預測市盈率8倍。報告稱,在去年疫情挑戰下,其收入及純利同創新高,令人印象深刻。

報告指出,其來自兩大最賺錢業務(CYBEX品牌及代工生產)的收入組合改變,加上經營槓桿正帶來成果,去年下半年經營利潤率高逾6%。現時重點在於公司能否維持正面勢頭同時控制成本,以往是未能做到。不過,由於其三大品牌基礎強勁,公司現估值僅相當於未來12個月預測市盈率5倍,今年下半年有望恢復派息,喜好其風險回報。

大和上調公司今年每股盈測5%,以反映收入組合改變下毛利率輕微擴張。

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