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《大行報告》瑞銀下調敏華(01999.HK)目標價至22.2元 評級「買入」
阿思達克 11-03 10:04
瑞銀發表報告指,敏華(01999.HK)股價自6月開始下跌了40%,主要由於市場憂慮房地產完工量可能下跌、原材料/運輸成本增加,及越南疫情升溫。 該行表示,雖然有關憂慮是有根據,但敏華股價是過度調整,相信集團國內增長與房地產周期分野仍是被低估,而產品均價的增長亦可抵銷成本面對的挑戰。至於在越南的營運,該行認為最壞時間已過。 瑞銀下調敏華股份目標價,由24.5元降至22.2元,評級維持「買入」。集團即將於下周公布2022財年上半年業績,該行料其收入將按年增長超過40%至97億元,純利則按年上升28%至9.58億元。
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