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《大行报告》大和一举升好孩子国际(01086.HK)评级至「买入」 目标价上调至1.8元
阿思达克 03-25 15:53
大和发表研究报告,一举升好孩子国际(01086.HK)投资评级两级,由「持有」升至「买入」,目标价由1.25元升至1.8元,相当於预测市盈率8倍。报告称,在去年疫情挑战下,其收入及纯利同创新高,令人印象深刻。

报告指出,其来自两大最赚钱业务(CYBEX品牌及代工生产)的收入组合改变,加上经营杠杆正带来成果,去年下半年经营利润率高逾6%。现时重点在於公司能否维持正面势头同时控制成本,以往是未能做到。不过,由於其三大品牌基础强劲,公司现估值仅相当於未来12个月预测市盈率5倍,今年下半年有望恢复派息,喜好其风险回报。

大和上调公司今年每股盈测5%,以反映收入组合改变下毛利率轻微扩张。

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