智通财经APP获悉,裕元集团(00551)跌近3%,截至发稿,跌2.76%,报15.48港元,成交额1507.42万港元。
消息面上,裕元集团公布,2024年12月,公司综合经营收益净额为6.84亿美元,同比增长6.9%;截至2024年12月31日止12个月的综合累计经营收益净额为81.82亿美元,同比增长3.7%。其中,裕元12月制造业营业额同比增长13.5%。
花旗研报指出,公司于1月10日发布12月的月度销售数据,增长13.5%,低于预期。由于2024年第四季较低的营运杠杆,降低营业动力,该行也削减MFG部门毛利率(GM)扩张预测。因此,该行下调2024-26年盈利预测5-6%。将裕元集团目标价,由20.3港元,调低17.2%至16.8港元,鉴于ETR低于15%,投资评级由“买入”降至“中性”。
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.