【中金:维持北森控股(09669.HK)跑赢行业评级 上调目标价至11.5港元】智通财经APP获悉,中金发布研报称,维持

智通财经
23 Jun
【中金:维持北森控股(09669.HK)跑赢行业评级 上调目标价至11.5港元】智通财经APP获悉,中金发布研报称,维持北森控股(09669.HK)FY2026收入预测基本不变;考虑毛利率改善及费控成效好于预期,将 FY2026经调整归母净利润由-1,811万元上调至2,251万元。引入FY2027收入预测12.69亿元和经调整归母净利润预测1.00亿元。维持跑赢行业评级;鉴于估值中枢上行以及AI场景赋能下中长期更为乐观的增长预期,上调目标价130%至11.5港元(将估值切换至FY26;将市销率倍数由3.4倍上调至7.0倍)。目前公司交易于5.4倍FY26市销率,对应28%的上行空间。

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