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《大行報告》瑞信降時代天使(06699.HK)目標價至240元 評級「跑輸大市」
阿思達克 01-05 11:54
瑞信發表報告,將時代天使(06699.HK)目標價從287元下調至240元,並重申「跑輸大市」評級,因面臨基本面和資金流的雙重打擊下,料其表現將低於同行。 瑞信將時代天使2021年至2023年的收入預測下調了6%至11%,以反映在疲軟的消費情緒下,出貨壓力可能會持續更久。管理層將2021年全年的出貨量目標下調10%,從20萬套降至18萬套,考慮到去年第四季度中國局部疫情和消費情緒疲軟,該行估計第四季度的出貨量或會下跌,挑戰可能持續到2022年上半年。另去年12月17日的股東拋售可能引發未來數個月進一步的估值向下重評。
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