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港股異動 | 敏華控股(1999.HK)漲6% 中金看好其二季度高增長勢頭
格隆匯 06-04 15:11
格隆匯6月4日丨敏華控股(1999.HK)午後漲幅擴大至6%,報19.78港元,成交額達2.25億港元,總市值超780億港元。中金認為,公司次季銷售有望延續首季的高增長勢頭,2022上半財年業績有望持續快速成長。公司在品牌、產品及渠道等方面優勢明顯,內銷市場持續放量,外銷訂單快速增長,戴維斯雙擊邏輯不斷得到印證,重申Top Pick。上調該股目標價10%至22港元,維持“跑贏行業”評級。瑞銀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,但相信敏華可以渡過。

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