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《大行》中銀國際升美的(00300.HK)目標價至92元 維持「買入」評級
中銀國際發表報告指,美的(00300.HK)第二季收入和淨利潤分別按年增長11%和15%,略超該行預期,因其B2B業務在本季度錄得17%的強勁按年增長。隨着中國市場置換補貼效應減弱的挑戰即將來臨,該行預計美的將繼續維持市場份額的策略,這可能對其消費業務的利潤率產生一定影響。然而高端品牌Colmo和東芝的強勁增長可部分抵消這一影響。 該行預計美的將更加積極推動業務多元化。維持「買入」評級,並將目標價由87.9元上調至92元。
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