瑞银升新秀丽目标价至16.3港元 首季利润率逊预期

美港电讯
14 May

【瑞银升新秀丽目标价至16.3港元 首季利润率逊预期】金十数据5月14日讯,瑞银发表报告,指新秀丽(01910.HK)首季利润率逊预期,经调整EBITDA录1.28亿美元,逊该行预期达16%,主因利润率低于预期。该行轻微上调对新秀丽收入预测1%,以反映次季北美销售趋势指引好过预期;但降经调整EBITDA利润率预测约110点子,因首季经营去杠杆比原先预期更明显。该行相应降2025至2027年各年每股预测分别8%、2%及2%。但由于加权平均资金成本预测由原先9.9%降至9.5%,目标价由原先15港元升9%至16.3港元,评级“中性”,因现价已反映盈利可见度低。报告补充,其强劲自由现金流生成或可为新一轮股份回购铺路,该行认为可支撑估值。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10