《大行》瑞銀:裕元(00551.HK)次季盈利勝預期 升目標價至16元
瑞銀發表研究報告指,裕元集團(00551.HK)第二季收入及淨利潤分別按年增長1%及13%,收入符合預期,淨利潤則因稅率較低及金融工具公允值收益而較預期高出19%。產品平均售價第一季及第二季分別按年升2.5%及3.9%,瑞銀預測全年產品平均售價將錄得低單位數增幅,當中已計及關稅政策的影響。瑞銀將裕元的目標價由14元上調至16元,以反映明年更高的訂單增長預期,評級「買入」。
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