《大行報告》瑞信下調海爾智家(06690.HK)目標價至43.8元 評級「跑贏大市」
瑞信發表報告指,海爾智家(06690.HK)去年業績表現符合預期,收入及純利分別按年增長15.8%及37%。單計第四季,收入及純利則按年上升4.1%及21.3%,較第三季的下跌0.6%及12.4%有所改善。
瑞信下調海爾智家今明兩年每股盈利預測分別6%及3%,以反映地緣衝突影響,令原材料價格的上升較預期持續更長時間。該行同時調低集團股份目標價,由48.2元降至43.8元,評級維持「跑贏大市」。
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