大行评级丨大和:上调康龙化成目标价至38.5港元,维持“买入”评级

格隆汇
Yesterday
大和发表研报指,康龙化成中期业绩大致符合先前盈利预告,收入同比增长17.9%至76亿元,符合盈利预告,达到集团原有增长12%至18%的指引上限;经调整非国际财务报告准则净利润同比增长20.3%,同样处于盈利预告的上限,胜过该行及市场预期。基于上半年强劲表现及新订单增长势头,管理层将今年全年收入增长指引由12%至18%,上调至介乎15%至20%,强调7月及8月客户需求及订单持续强劲,预期未来盈利增长将略快于收入增长。大和将康龙化成今明两年每股盈利预测分别上调6.6%及2.6%,目标价由25.5港元上调至38.5港元,维持“买入”评级。

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