美银证券发表报告指出，受惠于内地消费情绪提升，加上近期宣布的家具补贴政策，国内家具销售在10月显著改善。该行将敏华(01999.HK) 2025至2026年每股盈利预测上调4%至9%，以反映内地市场前景改善，并考虑到内房业情绪改善，将预测市盈率由9倍上调至12倍。
此外，敏华将于11月底披露2025财年上半年业绩，该行预期有关表现较弱，但已被市场预期。该行对公司上半财年的收入及盈利预测按年跌3%及5%，各至86.69亿与12.23亿元人民币。
该行将敏华目标价由5.2元上调至7元，认为其6%股息率吸引，且海外工厂发展完善，对中国潜在被征收关税的影响有限，该行重申对公司的“买入”评级。(jl/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-01 16:25。)
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