《大行報告》大和上調海爾智家(06690.HK)目標價至34.1元 評級「跑贏大市」
大和發表報告指,海爾智家(06690.HK)去年下半年受惠其渠道轉型、數碼化,及內地市場高檔化策略改善產品組合,令所有產品類別均有穩建增長,且毛利率和效率都有改善。
該行表示,集團在所有區域的海外市場於去年下半年都有雙位數增長,高檔化、自有品牌生產(OBM)策略及渠道組合轉至線上使盈利能力改善。
大和上調海爾智家股份目標價,由27.6元升至34.1元,評級維持「跑贏大市」。
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