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《大行報告》大和上調敏華(01999.HK)目標價至8元 評級「買入」
阿思達克 11-17 10:46
大和發表評級報告指,敏華(01999.HK)2023財年上半年業績表現大致上符合該行預測,收入按年跌9%至93億元人民幣,盈利則按年增10.5%至11億元人民幣,主要是由於原物料成本壓力放緩,以致總毛利率改善了2.6個百分點至38.8%。有跡象顯示內地將會重開、以及美國通脹放緩,該行認為下半年仍具挑戰,其收入因去年同期基數高,或呈按年下跌。惟該行相信,投資者正尋求替代方案,捕捉內地房地產市場反彈機會,故敏華對投資者具吸引力。 該行將公司在2023年至25年每股盈測上調1%至4%,並將其目標價由7.7元上調至8元,重申其評級為「買入」。(ca/u) ~
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