《大行報告》瑞信下調敏實(00425.HK)目標價至20元 評級維持「跑贏大市」
瑞信發表報告指,福耀玻璃(03606.HK)第三季收入按年增34%、營運利潤按年增29%、純利增84%,破歷年來紀錄;該行表示,福耀玻璃第三季強勁表現,增強該行對敏實(00425.HK)下半年盈利上升的趨勢,料敏實集團下半年純利按年增32%,收入則按年增31%,符合集團下半年收入及盈利均呈逾30%指引,故該行亦將公司今年每股盈測上調16.3%。
該行表示,預測整體內地整體乘用車行業銷量下跌雙位數,按年跌15%,主要是好利政策撤銷,同時將公司明年及2024年每股盈測下調1.4%及4.9%,以及將其目標價由26元下調至20元,維持其評級爲「跑贏大市」。(ca/k)
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