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《大行報告》美銀證券降敏實(00425.HK)目標價至27元 下調盈測
阿思達克 11-13 11:22
美銀證券發表報告指,敏實集團(00425.HK)的海外銷售增長或繼續較本地銷售強勁。該行指,考慮到中國和海外市場的汽車市場銷售情況,下調下半年的銷售預測,增速料由上半年的34%放緩至下半年的10%。不過,由於去年下半年的高基數效應,預定下半年的銷售仍較今年上半年增長13%。另外,集團對實現2023財年電池外殼業務收入達35億至40億元人民幣的目標仍然充滿信心。集團又對下半年毛利率改善持樂觀態度。 該行分別下調集團2023至25年各年的收入預測2%、3%、3%,預計公司毛利率將續步改善,又將期內盈利預測分別下調1%、3%、3%,目標價由30元下調至27元,重申「買入」評級。
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