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《大行報告》美銀證券降思摩爾(06969.HK)評級至「跑輸大市」 目標價下調至7元
阿思達克 07-12 10:10
美銀證券發表報告指,思摩爾(06969.HK)銷售結構改變,通過增加利潤較低的一次性產品、以及出廠價格下調來保留大客戶訂單而拖累毛利率,加上控制成本向來並非公司首要任務,故預料公司今年上半年及全年調整後純利潤率分別達16.4%及16%(對比2022年上半年及2022年全年各為24.5%及21.3%)。 該行預料,思摩爾上半年銷售及調整後盈利分別按年下跌5%及37%,同時將公司今年及明年每股盈測分別下調12%及24%,並將其目標價由16.2元下調至7元,其評級則由「買入」降至「跑輸大市」。 (ca/w) ~
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