《大行》高盛降敏华(01999.HK)目标价至3元兼下调盈测 上半财年盈警远逊预期

阿斯达克财经
Oct 14

高盛发表报告指,敏华控股(01999.HK) 发布9月底止2027财年上半年盈利预警,远逊于预期,公司预计期内纯利按年跌70%至90%,对比该行原先预期按年跌31%。该行指出,按预警收入大致稳定,管理层将纯利大幅下滑归因于:一是中东冲突后石化产品价格上升带动成本通胀,加上竞争加剧,拖累毛利率;二是早前美国收购项目因原材料成本上升及市场需求疲弱录得经营亏损,相关商誉及其他无形资产出现减值亏损。公司...

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