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《大行報告》匯豐研究升藍月亮(06993.HK)評級至「買入」 目標價上調至5.9元
阿思達克 04-03 16:30
匯豐研究發表報告指,藍月亮(06993.HK)自新股上市以來,受到內外在因素影響,盈利一直受壓。由於人民幣貶值,造成外匯損失,令去年利潤率受壓,整體而言去年業績遜預期。 該行指,踏入2023年,受惠原材料成本下跌,需求復甦,及銷售渠道結構重整,集團終於進入盈利上升周期。基於對今年需求持正面態度,故將公司今年收入增長預測(以人民幣計算)由9.9%升至12.4%,惟維持公司明年收入預測為9.9%不變;另外,該行將其今年及明年毛利率預測分別上調至63.4%及63.3%。 該行將集團目標價由4.6元上調至5.9元,意味2023年預測市盈率29倍,股息收益率4%,將其評級由「減持」升至「買入」。(ca/k) ~
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