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《大行報告》瑞信上調敏實集團(00425.HK)目標價至26元 評級「跑贏大市」
阿思達克 08-25 11:37
瑞信發表報告指,敏實集團(00425.HK)盈利能力終於在上半年觸底反彈,營業利潤率上升2.9個百分點至8.3%,主要由於電池盒業務毛利率明顯改善。該行上調今年至2024年每股盈測0.2%至9.4%,目標價由25元升至26元,維持評級「跑贏大市」。 報告指,敏實的電池盒業務可以將約90%主要是鋁的原材料價格波動,轉嫁至下游汽車製造商或電池組製造商,為該業務25%的中期毛利率目標提供非常高的能見度,並相信公司可以把握電動車趨勢。
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