《大行報告》大和上調海爾智家(06690.HK)目標價至27.5元 評級「買入」
大和發表報告指出,海爾智家(06690.HK)去年第四季純利按年跌3%至30億元人民幣;全年純利按年升13%至147億元人民幣,較市場預期低4%,主要受去年第四季內地疫情以及下半年海外市場運費較高影響。至於上季收入按年升2%至588億元人民幣,全年亦升7%至2,435億元人民幣。
該行對海爾智家今明兩年的每股盈利預測各下調2%至3%,重申對公司「買入」評級,目標價由26.6元上調至27.5元,認為公司旗下卡薩帝(Casarte)雖然在去年第四季出現波動,卡薩帝仍處於高端化戰略的核心,憑藉其精緻的產品和渠道結構,相信為今年的強勁發展做好充分準備。
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