摩根士丹利研究报告表示,已更新时代天使(06699.HK) 风险回报预测,原因是根据其今年上半年业绩,将其2025至2027年收入预测分别上调6.9%、9.3%及10.6%,以符合管理层设定的中国市场25万宗及海外市场24万至25万宗案例量目标。大摩又下调其毛利率假设,以反映海外关税及国内价格下调的影响;但上调营运费用预测,以考虑法律及知识产权保护投资增加,以及加强全球供应链相关成本。因此,...
Source Link摩根士丹利研究报告表示,已更新时代天使(06699.HK) 风险回报预测,原因是根据其今年上半年业绩,将其2025至2027年收入预测分别上调6.9%、9.3%及10.6%,以符合管理层设定的中国市场25万宗及海外市场24万至25万宗案例量目标。大摩又下调其毛利率假设,以反映海外关税及国内价格下调的影响;但上调营运费用预测,以考虑法律及知识产权保护投资增加,以及加强全球供应链相关成本。因此,...
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