大和发表研究报告指，新秀丽(01910.HK) 首季收入处于指引下限，按年跌4.5%，经调整净利润则逊于预期25%。虽然管理层重申，第一季是季节性最疲弱的季度，EBITDA利润率或会在次季有所改善，但明显的营运去杠杆化对首季利润率的影响比预期更大，即使在任何重大的直接关税影响之前，亦是一个警号。该行表示，由于宏观不确定因素，行李箱的采购通常最先被延迟，相信短期内新秀丽的股价仍将受压。此外，集团延迟...
Source Link大和发表研究报告指，新秀丽(01910.HK) 首季收入处于指引下限，按年跌4.5%，经调整净利润则逊于预期25%。虽然管理层重申，第一季是季节性最疲弱的季度，EBITDA利润率或会在次季有所改善，但明显的营运去杠杆化对首季利润率的影响比预期更大，即使在任何重大的直接关税影响之前，亦是一个警号。该行表示，由于宏观不确定因素，行李箱的采购通常最先被延迟，相信短期内新秀丽的股价仍将受压。此外，集团延迟...
Source LinkDisclaimer: 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.