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《大行報告》瑞銀下調敏實(00425.HK)目標價至41.5元 評級「買入」
阿思達克 09-01 11:33
瑞銀發表研究報告,指敏實集團(00425.HK)上半年收入升37.3%,純利升143.7%,毛利為31.9%,升5.3個百分點,當中收入和純利低於去年下半年水平,主要因全球半導體短缺、商品成本增加,以上運輸物流成本增加。計算這些不利因素後,上半年表現稍勝預期。 該行指,管理層預期電池業務今年全年可有4億元人民幣收入、整體毛利可達30至32%,資本開支約30億元人民幣,而上述的問題於第三季會持續。長期而言,管理層料明年收入增15%,未來3至5年毛利達到25%。目標價由45元降至41.5元,維持「買入」評級。
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