富瑞将敏实集团(00425.HK) 评级上调至“买入”。该行指,公司电池盒业务的销售及利润率前景改善,加上公司上调新业务的收入目标,使其增长路径更为清晰。随着资本开支周期见顶,公司或可在股息层面带来更多上行惊喜。管理层指引2026年收入及净利润录双位数增长,销售及行政开支比率料轻微下降,资本开支上限25亿元人民币,派息比率有望进一步提升。该行将2026及2027年盈利预测调整至32亿及38亿元...
Source Link富瑞将敏实集团(00425.HK) 评级上调至“买入”。该行指,公司电池盒业务的销售及利润率前景改善,加上公司上调新业务的收入目标,使其增长路径更为清晰。随着资本开支周期见顶,公司或可在股息层面带来更多上行惊喜。管理层指引2026年收入及净利润录双位数增长,销售及行政开支比率料轻微下降,资本开支上限25亿元人民币,派息比率有望进一步提升。该行将2026及2027年盈利预测调整至32亿及38亿元...
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