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《大行報告》美銀證券上調敏實(00425.HK)目標價至26元 評級「中性」
阿思達克 08-25 10:39
美銀證券發表評級報告表示,敏實(00425.HK)上半年收入按年增9%,按上半年持平,表現優於該行預測,受惠於更多新項目推出及海外市場售額穩健。上半年毛利率29.1%,高於該行預測,按上半年升2.1個百分點,惟按年跌2.7個百分點。營運收入按半年升7%,惟按年跌23%,較該行預測高於13%。若扣除2.12億元人民幣一次性補貼處置收益,上半年盈利按年跌5%。 該行表示,基於上半年強勁業績表現,公司將全年目標由106億元人民幣上調至120億元人民幣,管理層指,訂單收益將支撐公司未來數年的收入增長。 該行將公司今年、明年及2024年收入預測上調14%、19%及24%,亦將公司營運利潤率下調0.4、0.4及1.7個百分點,並將其純利預深上調12%、7%及10%,目標價由24元上調至26元,重申其評級為「中性」。(ca/u) ~
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