《公司業績》高盛上調海信家電(00921.HK)目標價至21元 評級「買入」
高盛發表研究報告指,海信家電(00921.HK)今年首季的利潤超過市場最高預期,淨利潤按年增長100至135%,高於高盛預期的增長31%。該行認為,這是由於較快的收入,以及淨利潤率進一步擴大至約3%。
該行表示,由於集團的季度盈利再次勝於預期,將其2023至26財年預測進一步上調10至16%,並將H股目標價由19元上調至21元。該行又預計,集團透過需求和利潤率的復甦,將繼續成為該行所覆蓋的白色家電股中增長最快的公司,維持「買入」評級。
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