大行評級|美銀:上調敏華目標價至7港元 內地市場前景改善
美銀證券發表報吿指出,受惠於內地消費情緒提升,加上近期宣佈的傢俱補貼政策,國內傢俱銷售在10月顯著改善。該行將敏華2025至2026年每股盈利預測上調4%至9%,以反映內地市場前景改善,並考慮到內房業情緒改善,將預測市盈率由9倍上調至12倍。此外,敏華將於11月底披露2025財年上半年業績,該行預期有關表現較弱,但已被市場預期。該行對公司上半財年的收入及盈利預測按年跌3%及5%,各至86.69億與12.23億元。該行將敏華目標價由5.2港元上調至7港元,認為其6%股息率吸引,且海外工廠發展完善,對潛在被徵收關税的影響有限,該行重申對公司的“買入”評級。
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