You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|大和:下調裕元集團目標價至17港元 下調今明兩年每股盈測
大和發表研究報告指,裕元集團首季代工生產業務收入按年增長5.9%,但由於生產水平不均及新廠延遲投產,令勞動效率下降,毛利率按年收縮2.6個百分點至17.7%。管理層相信,關稅對集團在越南及印尼的產能影響可控。由於貿易緊張局勢或可緩和,加上集團的估值偏低,該行重申“買入”評級,目標價由19港元下調至17港元。報告引述裕元集團管理層預測,毛利率將於未來兩至三季繼續受壓,並可能於第四季因訂單復甦而正常化。因此,大和下調集團今明兩年的每股盈測9%,以反映毛利率預測被下調。
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.
uSMART
Wealth Growth Made Easy
Open Account