You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》花旗降敏實(00425.HK)評級至「中性」 下調目標價至22.7元
花旗認為,敏實(00425.HK)去年業績差過預期,由於原材料價格持續承壓、毛利率恢復的可見性較弱,認為福耀玻璃(03606.HK)、耐世特(01316.HK)和旭昇(603305.SH)等汽車零部件製造商的毛利率惡化,但認為敏實表現比這些公司差,將敏實2022和2023年淨利率預測分別下調20%/和32%,至16億元人民幣和18億元人民幣,目標價由45.5元下調至22.7元,評級由「買入」下調至「中性」。
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