《大行報告》大摩相信敏實(00425.HK)股價15日內將升 評級「增持」
摩根士丹利發表技術分析報告,相信敏實(00425.HK)股價15日內將升,發生機會率料介乎70%至80%,對其股份評級「增持」,目標價28元。
該行表示,集團股份近日遭到沽售,令短期估值更加吸引。而其上半年業績好於預期,雖然純利按年下跌27%,但撇除去年同期一次性處置收益約2億元人民幣的影響,純利僅按年溫和下跌4.5%。
展望下半年,大摩預計隨著代工生產(OEM)新車型推出和旺季前的補充庫存,會令訂單恢復流入,加上塑膠及鋁材成本趨勢更為溫和,對敏實的毛利率持續回升是好兆頭。
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