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《大行報告》瑞銀上調敏華(01999.HK)目標價至24.5元 評級「買入」
阿思達克 06-04 14:22
瑞銀發表研究報告,指原材料價格自去年下半年起上升,為傢俬行業的生產者帶來挑戰,但相信敏華(01999.HK)可以渡過。

該行指,透過成本控制與提價,公司有效將消除成本上升因素,並令2021財年下半年毛利率大致維持。雖然公司過去兩次提價,但終端需求仍有強勁增長,顯示出強大的定價能力。隨著原材料價格回落,相信未來數季公司仍然可以享受紅利,目標價由22.5元升至24.5元,評級「買入」。

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