智通财经APP获悉，国证国际发布研报称，维持环球新材(06616)“买入”评级，预期25/26/27年净利润为2.7/5.1/6.5亿元,(2025/4/16预测为3.8/4.9/6.4亿元)，对应每股EPS收益为0.19/0.35/0.45港元(2025/4/16预测为0.26/0.33/0.43港元)。目标价自5.4港元略微上调至5.5港元(基于DCF及可比公司估值法)，较当前股价有17%的上涨空间。
报告中称，公司25年上半年实现营业收入9.1亿元(人民币，下同，列明除外)，同比增长17.7%;经营利润2.92亿元，同比增长29.1%，归母净利润0.62亿元，同比减少41.9%。25年下半年默克Susonity业务将并表，因此该行对盈利预测进行调整。该行认为并购带来的财务费用会增加，但珠光颜料、合成云母等主营业务本身现金流良好，并且有望持续增长。
更多港股重磅资讯，下载智通财经app
更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)
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.