美银证券:升雅迪控股目标价至17.4港元 重申“买入”评级

新浪网
26 Mar

美银证券发布研报称,雅迪控股去年下半年业绩符合业绩预告;且2025年开局强劲,目标价由14.9港元升至17.4港元,并重申“买入”评级。该行渠道调查显示,雅迪2025年第一季的批发量预计将实现超过60%的同比增长,而第二季度的批发量预计将同比增长10%,受惠于低基数、新产品推出、补库存以及以旧换新补贴。该行预计2025年上半年毛利率将回升至18%以上,由于更好的产品组合。报告指,雅迪维持其2025...

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