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《大行報告》大摩下調海爾智家(06690.HK)目標價至30元 評級「與大市同步」
大摩發表報告下調海爾智家(06690.HK)目標價,由35元降至30元,評級「與大市同步」。 大摩指,受疫情影響,內地4月的家電產品需求按月減弱,但相信短期內,政府將繼續出臺措施支持消費,例如廣東省於4月28日發佈促進消費措施,當中包括推動家電升級換代。 大摩指,雖然目前宏觀環境充滿挑戰,但鑑於海爾智家今年以來的表現,相信其能夠實現收入和淨利潤目標。由於公司持續執行高端化戰略,大摩預計其毛利率將改善,上調2022年至2024年毛利率預測0.5個百分點;維持2022及2023年每股盈利預測1.61元人民幣及1.84元人民幣不變,2024年盈測則上調5%至2.12元人民幣。
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