《大行報告》大摩相信海爾智家(06690.HK)股價60日內將升
摩根士丹利發表研究報告,預期海爾智家(06690.HK)的股價在未來60日內有70%至80%機率會上升。
該行解釋,上月中央政治局會議釋放積極信號,日前發改委又發布六大類共20項措施支持消費,明確當局的提振內需指導方針,預期家電作為政策受惠的重點行業之一,將為海爾智家帶來上升動力。
大摩又指,海爾智家在雪櫃和洗衣機市場擁有高端領先地位,旗下產品亦在海外市場不斷增長,其現價水平相當於未來12個月預測市盈率約12倍,低於歷史平均水平14倍,給予「與大市同步」評級,目標價為26元。
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