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《大行報告》野村下調康龍化成(03759.HK)目標價至91.89元 評級「買入」
阿思達克 07-19 11:14
野村發表研究報告,認為目前康龍化成(03759.HK)的收入增長強勁,公司確實面臨一些2022財年的盈利壓力,因此將2022和2023年收入預測各上調5%,以反映公司較好的營收增長,同時將2022和2023年淨利潤預測分別下調6%和4%,以反映公司疲弱的盈利增長。該行將康龍化成目標價從94.89元下調至91.89元,評級「買入」。 管理層預期通脹壓力持續,海外業務需要更長時間才能改善,管理層因此降低了其非國際財務報告準則全年利潤增長指引,2022年盈利增速可能較收入增速落後約5個百分點,預計2023年淨利潤增速超過收入增速。
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