《大行報告》富瑞上調新秀麗(01910.HK)目標價至28.04元 評級「買入」
富瑞發表報告,預期新秀麗(01910.HK)去年第四季EBITDA增長21%,銷售則按年上升29.5%至8.6億美元,相當於與2019年農曆新年比較增長持平(撇除手機殼業務Speck及俄羅斯業務)。
該行表示,新秀麗去年第四季的銷售復甦之路應較其原先指引的5%為慢,主要由於內地疫情爆發,導致銷售恢復停滯。
不過,隨著內地重新開放,富瑞料新秀麗的銷售增長可在今年提升,將其股份目標價由25.95元上調至28.04元,維持「買入」評級,並調升今明兩年盈利預測分別0.7%及10.7%。
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