《大行報告》高盛下調海爾智家(06690.HK)目標價至31元 評級「買入」
高盛發表研究報告指出,海爾智家(06690.HK)去年收入按年增長7%至2,435.14億元人民幣,符合預期;純利升12.6%至147.11億元人民幣,遜預期,同時低過員工持股計劃設定的按年增長15%目標。單計第四季,公司收入按年增長2%至587.65億元人民幣,純利跌2.8%至30.45億元人民幣。
該行將海爾智家2023至2026財年每股盈利預測下調2.9%至3.6%,認為公司品牌卡薩帝及海外毛利雖然於近期存在不確定性,但其長期投資主題(高端化和海外擴張)完好無損。另預期今年公司收入增長達7%,純利增長達13%,主要受惠於年初至今內地銷售勢頭令人鼓舞,以及普遍提高的海外知名度。對其H股目標價由32元下調至31元,維持「買入」評級。
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