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《大行報告》高盛升海爾智家(06690.HK)評級至「買入」 目標價上調至33元
高盛發表報告指出,隨著房地產竣工量有所恢復,歐美需求可見度提高,以及國內消費復甦,相信對家居耐用品前景正面。該行將2023至2025年對該行業的預測上調0%至6%,對其所覆蓋的股份2023至2026年的每股盈利預測上調19%,目前預計2023至2024年的盈利年均複合增長率達14%。 該行認為,行業中看好可變製冷劑流量(VRF)、白色家電及新興小家電,並看好海信家電(00921.HK)及海爾智家(06690.HK)。當中,對海爾智家的評級由「中性」上調至「買入」,考慮到其內地業務高增長可見度、海外業務壓力緩解,以及持續毛利潛在改善,認為公司風險回報狀況有所改善,目標價由30元上調至33元。
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