《大行報告》大和上調互太紡織(01382.HK)目標價至5.95元 評級「買入」
大和發表研究報告指,互太紡織(01382.HK)公佈2021財年業績,淨利按年下跌3%,表現遜預期,主要由於原材料成本影響,以及期內產品組合傾向於銷售均價較低的產品,整體均價按年跌約8%。
該行指出,公司連續兩年利潤下行,但相信最困難的時間已過去,管理層計劃於5月及9月份加價,料2022財年將可恢復增長,考慮到股息率達到9%,重申「買入」評級。
大和將2022至2023財年每股盈利預測下調9%至12%,以反映在原材料成本下毛利率受壓,目標價上調至5.95元(原本5元)。
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