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大行評級|大和:下調海爾智家目標價至27港元 近期股價回調提供良好入市機會
大和發表研究報告指,海爾智家管理層確認其今年的指引,銷售增長爲高單位數,盈利增長雙位數。而公司正按計劃達到強勁的次季及第三季的國內銷售增長,管理層亦稱,關稅影響可控,指平均售價上升及供應鏈本土化爲關鍵緩解劑。該行認爲,整體而言,次季及第三季的展望令人安心,關稅對公司影響較該行原預期小。據該行的調查,投資者對內地今年第四季及之後的需求仍然持審慎的態度,主要因爲以舊換新政策的高基數,加上美國今年第三季的假期銷售展望不明朗,受到消費者情緒偏軟的影響。該行重申對公司的評級“買入”,並稱近期股價回調提供了一個良好入市機會,將目標價由33港元降至27港元。
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