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《大行报告》瑞银上调敏华(01999.HK)目标价至24.5元 评级「买入」
阿思达克 06-04 14:22
瑞银发表研究报告,指原材料价格自去年下半年起上升,为家私行业的生产者带来挑战,但相信敏华(01999.HK)可以渡过。

该行指,透过成本控制与提价,公司有效将消除成本上升因素,并令2021财年下半年毛利率大致维持。虽然公司过去两次提价,但终端需求仍有强劲增长,显示出强大的定价能力。随着原材料价格回落,相信未来数季公司仍然可以享受红利,目标价由22.5元升至24.5元,评级「买入」。

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