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大行評級|花旗:下調敏華控股目標價至4.6港元 評級降至“中性”
格隆匯 02-10 13:16
敏華於上週五(7日)宣佈任命公司祕書張賢接管投資者關係職務,因為前投資者關係總監最近正受到監管機構調查。公吿提及,該項調查與敏華上市部分無關。花旗發表研報指,不確定上述單一事件會否演變成任何管理層面風險。另一方面,房地產市場仍然低迷,消費下行趨勢可能減緩傢俱更換需求,而躺椅面臨來自客製化傢俱新進入者的競爭。因此,敏華的股價將承受上述不確定性而產生的壓力。另外,花旗將敏華2025至2026財年盈利預測下調1%至5%,同時將目標價由8港元下調至4.6港元,評級由“買入”下調至“中性”。
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