《大行》建银国际降敏华(01999.HK)目标价至6.5元 海外盈利增长见韧性

阿斯达克财经
Nov 25, 2024

建银国际发表研报指,敏华控股(01999.HK) 9月底止2025财年上半年盈利大致持平,主要由于海外增长及利润率扩张抵销中国内地经济放缓。该行亦指,虽然市场情绪悲观,惟仍然预期随中国内地广泛的刺激措施见效,敏华在中国内地的销售额将于2025财年下半年及2026财年逐渐稳定。另外,建银国际将敏华2025至2026财年净利预测下调12%至14%,主要反映该行对敏华在中国内地市场收入预测被下调。不过...

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