麦格理：予敏华控股(01999)“跑赢大市”评级 目标价降至10港元
麦格理发布报告称，予敏华控股(01999)“跑赢大市”评级，下调2024/25财年盈测分别9%及11%，反映下调对其收入预测，及上调对其经营开支比率预测，目标价降9%至10港元。公司上半财年收入同比跌4%，逊于该行预期11%，但受惠原材料成本及运费下降，净利润同比升4%，高出该行预期6.1%。
该行指出，集团出口业务已见改善，9月北美地区销售同比上升逾20%，反映出客户去库存行动已结束，管理层对该地区前景变得更加积极。内地业务方面，管理层计划进一步渗透至第三线城市以下，而在较高线城市的现有门店将集中在生产力方面。该行指，由于进入第三线以下城市，消费降级，料平均售价将受压。
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