智通财经APP获悉，瑞银发布研究报告称，予裕元集团(00551)“买入”评级，将2024至2026财年每股盈利预测上调7%至8%，并对其代工生产(OEM)订单恢复及效率改善保持乐观，股息收益率预计约7%，目标价由20.9港元上调至22.65港元。
裕元集团今年首九个月营收同比升1%至60.75亿美元;归属净利润同比升141%至3.32亿美元，与早前发布的盈喜中预期净利润同比升140%至145%一致。这意味裕元第三季业绩强劲，收入及纯利同比分别升12%及172%，至各20.6亿美元及1.47亿美元。
该行表示，考虑大促期间其线上销售占比较大，该行预计裕元第四季度将出现更大的折扣风险，并指管理层将清理库存为下一年推出的新产品做好准备。不过其订单展望正面。
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