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《大行報告》大和降藍月亮(06993.HK)評級至「跑輸大市」 目標價下調至7元
阿思達克 07-21 10:26
大和發表報告指,藍月亮(06993.HK)發盈警,預期今年上半年虧損4,400萬元,對比去年同期為錄純利3.02億元,主要由於顯著的產品折扣,及原材料成本較去年同期為高。

大和表示,集團上半年業績表現與市場(料今年按年增42%)及該行(按年增41%)預期有大偏差,意味集團在產品定價及分銷商管理政策的透明度欠佳。

該行將藍月亮股份評級由「買入」降至「跑輸大市」,目標價由17.4元大削至7元,並調低集團今年至2023年收入預測29%至31%,每股盈利預測亦下調50%至57%。大和最新預期集團今年下半年純利為8.35億元,按年下跌17%,而明年則按年反彈48%。

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