《大行報告》匯豐研究下調敏華(01999.HK)目標價至13.5元 評級「買入」
匯豐環球研究發表報告,表示,考慮到新冠疫情對公司於2023財年2024財年(截至3月底止年度)收入有影響,將敏華控股(01999.HK)在2023年及2024年的收入預測分別下調8%及2%。
但由於公司今年產品價格上漲超於預期,該行將敏華2023財年及2024財年的毛利率預測分別各上調0.7個百分點及0.2個百分點。
匯豐環球研究表示,將敏華2023財年及2024財年的每股盈利預測分別下調13.7%及16%,並下調其目標價由18.2元下調至13.5元,相當於預測2023財年市盈率20倍(此前予預測市盈率30倍估值水平),維持其「買入」評級。(ca/w)
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