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《大行報告》里昂升敏實集團(00425.HK)目標價至29.07元 評級「買入」
阿思達克 08-30 11:20
里昂發表報告指,敏實集團(00425.HK)上半年收入按年增長8.9%。扣除出售子公司一次性影響,純利按年下降4.5%。原材料和運輸成本的上漲以及內地疫情影響盈利表現。至於公司旗下電池盒業務收入按年增長435%,佔持續訂單的38%,成為中長期的主要業務。 里昂指,全球航運費在第三季開始下降,兼且料敏實毛利率有所改善,預計下半年公司盈利能力將會恢復。目標價由25.4元提高到29.07元,相當綜合預測市盈率11.73倍,並重申「買入」評級。
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