智通财经APP获悉,高盛发布研报称,予海天国际(01882)“买入”评级,基于2025年预期市盈率13倍计算,目标价26.2港元。公司2025-2027年预计营收分别为173.52亿元、180.31亿元、196.10亿元;EBITDA分别为37.01亿元、38.02亿元、43.12亿元;每股收益分别为2.06元、2.10元、2.34元。考虑到客户可能因关税不确定性延迟资本支出,下调2025年下半年-2030年每股收益预期10-12%。基于其全球销售日益多元化和强大的产品竞争力维持买入评级。当前12个月预期市盈率为8.1倍,EV/EBITDA为5.6倍,低于历史平均水平1个标准差。
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