智通财经APP获悉，大和发布研报称，预计新秀丽(01910)第二季销售额放缓，主要受中东冲突影响旅游需求所致; 但预期次季销售额将出现逐月改善，且下半年逐季改善。该行重申新秀丽“买入”评级，但将2026至27年每股盈利预测下调26%至28%，并下调估值基础，预测今明两年平均市盈率由原先13倍降至12倍，目标价由25港元降至17.6港元，反映较弱的增长前景以及市场份额增长能见度较先前降低。
不过该行认为新秀丽短期催化剂清晰，包括停火及区域紧张局势缓和后，销售将出现逐季改善; 此外，管理层于首季业绩电话会议中表示，目标于2026年完成美国双重上市，这也可能带来重估机会。
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