《大行報告》大和上調敏華(01999.HK)目標價至10.5元 評級「買入」
大和發表報告指,與敏華(01999.HK)主席進行了業務更新會議指出,雖然由於新冠感染個案激增,今年第一季國內銷售環境仍然艱難,但公司將利用被壓抑的家具需求,計劃在2024財年大幅加快開設新店的速度。隨著中國對房地產業的支持力度越來越大,該行相信敏華的股價亦將受惠。
在考慮到中國重新開放,2023財年第四季銷售疲軟後,該行將敏華2023財年每股盈利預測下調1%,但將2024至2025財年每股盈利預測上調2至3%,以反映開店速度加快。目標價由8元上調至10.5元,維持「買入」評級。
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