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大行評級丨花旗:下調蘋果目標價至240美元並下調盈測 指公司基本面維持穩健
格隆匯 05-06 20:57
花旗發表研究報吿指,蘋果在截止3月底止季度的業績勝預期,iphone的銷售按年升2%,毛利率錄得47.1%,符合預期。大中華地區的銷售靠穩在按年跌2%的水平(撇除外匯影響則持平),較截至去年12月底止季度錄得按年跌11%頹勢有所改善。公司對截至6月底止季度之指引為總銷售增長為按年低單位數至中單位數。另外,公司提高了股息4%,並公佈額外1000億美元的股份回購計劃。該行因應關税,將2025年至2027年的每股盈利預測分別下調7美仙、5美仙及11美仙,將目標價由245美元降至240美元。該行指,整體而言,公司的基本面維持穩健,並在關税影響的環境下,交出亮麗的成績表,維持“買入”評級。
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