《大行報告》匯豐研究下調敏華控股(01999.HK)目標價至18.2元 評級「買入」
匯豐研究發表報告,指敏華控股(01999.HK)2022財年上半年收入高於該行預期,惟純利增長遜預期,對其下半財年和2023財年的持續盈利能力復甦以及渠道擴張戰略持樂觀態度,維持「買入」評級,目標價則由19.6元下調至18.2元。
報告補充,基於敏華上半財年收入勝預期,將其2022年至2024財年收入預測分別上調6.9%、9.6%和9.6%;凈利潤預測調整為2022財年下調7.2%,2023財年和2024財年則分別上升1.3%和4.9%。
展望2023財年,該行預計,敏華國內市場的銷售額將按年增長35%,海外市場將按年下降5%,預計集團整體收入和凈利潤將分別按年增長20%和29%。
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