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大和:维持海尔智家(06690)“买入”评级 目标价升至30港元

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大和发布报告称,延伸海尔智家(06690)估值至2024年,目标价由29.2港元上调3%至30港元,维持“买入”评级。

报告中称,公司第三季净利同比升13%至42亿元人民币,符合市场预期,虽然认为海外市场温和的零售情绪会暂时妨碍利润率扩张,但是对其长远利润率改善的潜力持乐观看法。

大和表示,考虑到疲弱的宏观环境下海外业务的利润率上升需要更多时间,分别下调公司2023-2024年每股经调整摊薄盈利预测至1.737元人民币及2.068元人民币,以反映更实际的利润率假设。

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