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《大行報告》花旗升敏華控股(01999.HK)評級至「買入」 上調目標價至20元
阿思達克 07-23 12:12
花旗發表報告表示,敏華控股(01999.HK)股價自6月高位以來已累跌逾25%,因市場擔心集團旗下越南廠房受到胡志明市防疫措施拖累、憂慮美國業務會因高運費拖累呈放緩等,但指相關因素均不涉及集團在內地核心業務。

該行指,決定上調對敏華投資評級,由「中性」升至「買入」,調高對其目標價由18.4元升至20元,此相當於預測動態市盈率1.4倍。

花旗表示,調高對敏華控股2022年至2024財年盈利預測2%至3%以反映強勁的業務效率,在高基數下集團在2022財年首財季在內地業務收入按年增長逾60%,反映基本需求強勁。

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