《大行》美银证券降毛戈平(01318.HK)目标价至95元 重申“买入”评级

阿斯达克财经
Jul 22

美银证券发表报告,预计毛戈平(01318.HK) 2026年上半年收入增长20%以上,因第一季增长较慢而低于全年30%的目标。该行预期因渠道结构向高毛利率的线上转移,将带来一定毛利率扩张,带动净利润增长超过30%。管理层预计下半年收入增长将加快,以达到全年30%的目标。美银证券大致维持原有预测,但将目标价由105元下调至95元,目标倍数由28倍2026年市盈率下调至25 倍,反映板块估值下调。由于...

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