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《大行》大和升泉峯控股(02285.HK)目標價至25元 投資者日反饋正面
阿思達克 09-10 10:16
大和發表研究報告指,泉峯控股(02285.HK)近日舉行投資者日,提出以高利潤EGO品牌核心的發展策略,管理層預料至今年底越南產能可滿足60%出口至美國的產品需求,相信有助緩解市場對長期關稅影響及競爭的憂慮。 大和表示,特朗普政府今年4月公佈對等關稅措施後已大幅下調泉峯預測,主要由於泉峯在該行評級企業中其中國生產集中度最高。目前大和將泉峯的目標價從11元上調至25元,以反映泉峯上半年業績遠勝預期,評級升至「跑贏大市」,並將2025至2027年核心每股盈利預測上調121.8%、46.1%及34.2%,收入預測上調17.3%、17.6%及17.8%。
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