《大行》美銀證券下調海信家電(00921.HK)評級至「中性」目標價降至24.9元
美銀證券發表報告指,海信家電(00921.HK)第二季營收未達預期,將其評級由「買入」下調至「中性」,目標價由30.4元降至24.9元。
報告指,第二季的主要拖累因素可能會持續至下半年,並影響營收成長,但影響程度可能小於第二季,因為有些因素是一次性的,例如出口訂單提前出貨、中央空調2C渠道去庫存等。然而,其他一些因素仍會對成長前景構成壓力,例如出口正常化、中央空調增長的不確定性。此外,9月起國內營收基數較高,可能造成額外壓力。該行預期下半年的營收/稅後利潤增長率為分別為2%/5%,相較於上半年的1%/2%。
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.