花旗发表报告，下调对敏华控股(01999.HK) 2025至2027财年每股盈利预测12%至14%，基于中国市场疲软程度差于预期。对该股目标价由10.5元降至9元，维持“买入”评级。
该行预期公司在2025财年上半年于中国销售将跌约10%，海外销售则升逾10%。2025财年及后往海外市场增长将会强劲，受惠于欧美减息。中国需求会维持受压，受累消费降级及疲弱房地产市场，但最新刺激政策或限制进一步转坏。
该行于家俱供应链仅予敏华“买入”评级，基于现有家居需求支撑、不昂贵的估值及5%股息率。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-27 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.