美银证券：重申敏华控股(01999)“买入”评级 目标价降至7.2港元
美银证券发布报告称，考虑到物流运输成本下降速度较预期快，上调利润率预期，基于估值水平较低，重申敏华控股(01999)“买入”评级，2024至2025财年净利润预测则下调0%至5%，目标价由7.5港元降至7.2港元。
报告中称，公司2024上半财年经调整盈利同比增长9.7%，较该行预测高出约10%，主要来自中国业务毛利率提升1.3个百分点的推动，但期内中国消费者更倾向购买具性价比的产品，令低价产品贡献提升，拖累产品平均售价下跌约18%。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.