瑞银发表报告指,新秀丽收入正重新获得动能,美国关税影响似乎比预期温和,同时公司拥有多元杠杆纾缓关税冲击。该行预期公司明年经调整EBITDA将恢复增长,按年升8%,受惠5%收入成长及营运杠杆。 改善的营运表现亦应提升美国二次上市时间的可见度,可能驱动重新评价市盈率,因随着投资者基础扩大,新秀丽估值在中长期内将趋近全球同业水平。该行上调对新秀丽目标价,由17.4港元上调至24.1港元,评级由“中性”上调至“买入”。
瑞银发表报告指,新秀丽收入正重新获得动能,美国关税影响似乎比预期温和,同时公司拥有多元杠杆纾缓关税冲击。该行预期公司明年经调整EBITDA将恢复增长,按年升8%,受惠5%收入成长及营运杠杆。 改善的营运表现亦应提升美国二次上市时间的可见度,可能驱动重新评价市盈率,因随着投资者基础扩大,新秀丽估值在中长期内将趋近全球同业水平。该行上调对新秀丽目标价,由17.4港元上调至24.1港元,评级由“中性”上调至“买入”。
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