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《大行報告》美銀證券升藍月亮集團(06993.HK)評級至「買入」 目標價上調至6元
阿思達克 04-03 14:14
美銀證券發表報告,對藍月亮集團(06993.HK)評級由「中性」升至「買入」,目標價由5.8元上調至6元。該行對去年藍月亮業績疲弱不感意外。不過管理層在投資者會議上提供的指引超出預期。目標銷售增長為12至14%。由於投入成本放緩和鎖定低成本原材料,淨利潤率目標亦達到12%至14%,而去年為7.7%。 該行渠道調查顯示,公司今年開局穩健,首兩個月銷售增長逾20%。同時預計全年稅後淨利潤將按年增長近一倍,毛利率將回升5個百分點至63%,淨利潤率料將增長5.7個百分點至13.4%。
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