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美银美林:升敏实(0425.HK)评级至“买入” 目标价上调至32港元
格隆汇 09-30 11:17

美银美林发表研究报告将敏实(00425.HK)评级由“中性”升至“买入”,目标价由24港元上调至32港元。主因公司内地客户组合强劲及海外销售利润率较高,特别在欧洲,均有助稳固销售增长;产品组合改变下,毛利率扩张较预期快,以及2019年下半年至2020年盈利将见显着按年增长;新产品发布带来的增量增长。

报告指,敏实作为内地最大汽车零件供应商之一,料其销售或每股基本盈利增长跑赢同业。该行将其2020年及2021年每股基本盈利预测调高,分别至2.06元人民币及2.38元人民币,各较市场预期高11%及13%。

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