《大行報告》大和下調好孩子(01086.HK)目標價至1.6元 評級「跑贏大市」
大和發表報告指,由於原材料成本及物流開支急升,好孩子(01086.HK)今年上半年面對毛利率壓力。由於去年同期的基數低,集團上半年經營利潤率僅按年下跌0.1個百分點至3.3%,但遠低於去年下半年的6.6%。
大和下調好孩子股份目標價,由2.7元降至1.6元,評級維持「跑贏大市」,並調低集團今年至2023年核心盈利預測20%至40%,以反映更長的毛利恢復趨勢。
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