瑞银发表研究报告指,思摩尔国际(06969.HK) 去年收入按年升21%至142.56亿元人民币,惟其毛利按年跌210基点至10.7%,明显恶化。管理层料2026年经常性利润持平、收入实现两位数增长,低于市坦预期净利润按年升30%,这意味利润率将持续承压,且业务执行存在风险。该行维持集团今年经常性净利润预测不变,惟2027年及2028年则下调6%及10%,目标价由11.25港元下调至7.8港元,...
Source Link瑞银发表研究报告指,思摩尔国际(06969.HK) 去年收入按年升21%至142.56亿元人民币,惟其毛利按年跌210基点至10.7%,明显恶化。管理层料2026年经常性利润持平、收入实现两位数增长,低于市坦预期净利润按年升30%,这意味利润率将持续承压,且业务执行存在风险。该行维持集团今年经常性净利润预测不变,惟2027年及2028年则下调6%及10%,目标价由11.25港元下调至7.8港元,...
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