大和:升敏華(1999.HK)目標價20%至6港元 評級“優於大市”
大和發表研究報告指,敏華控股(1999.HK)料於2020年7月起所有向美國出口的訂單都可以從越南工廠生產,較預期中提早幾個月,從而抵消美國對中國加徵關税的影響,因此將其目標價由5港元,上調20%至6港元,維持“優於大市”評級。
大和表示,至少在未來3年,預計越南甚至東南亞地區都難以出現與其規模相當的競爭對手,這可以讓敏華控股獲得更大的美國市場佔有率。此外,公司未來3年,預計每年將錄得4至5億港元住宅銷售收入。
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