《大行報告》大摩:不再覆蓋禹洲集團(01628.HK) 最終評級為「減持」
摩根士丹利發表報告表示,即日起由於資源重新分配,將不再覆蓋禹洲集團(01628.HK),不應再參考先前關於禹州的所有研究。該行對其最終評級為「減持」,由於估計今年資產淨值下跌15%,目標價由0.59元下調至0.5元。
大摩將禹洲2022年和2023年的核心盈利預測分別下調71%和70%,主要是由於收入入賬延遲、毛利率持續承壓在15%左右。該行預計禹洲2024年核心盈利為7.23億元人民幣。
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