《大行報告》美銀證券下調雅迪控股(01585.HK)目標價至22元 評級「買入」
美銀證券發表研究報告指,雅迪控股(01585.HK)上半年收入按年增21%至170億元人民幣,銷量升34%至820萬台,出廠均價降9%至2,000元人民幣,主要是由於部分地區加快去庫存、集團優先考慮擴大市場份額及原材料成本下降。期內毛利率為16.9%,按年跌1個百分點;淨利潤為12億元人民幣,按年增長32%,符合該行預期。
考慮到集團的中期業績、最新指引及行業前景,該行分別下調其2023至25年度的盈利預測3%、6%及9%,目標價由24元下調至22元,重申「買入」評級。該行相信,公司可獲得潛在的市場份額,而且利潤前景會有改善。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.