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營運情況不容落觀
西牛证券· 2024-03-24 16:00
營運情況不容落觀 更新報告 brianngo@westbullsec.com.hk | --- | --- | --- | --- | --- | --- | |----------------------------------------------------------------------------------------|---------------------------------------|----------------------------------|-----------------------|----------------------------------|-----------------------| | | | | | | | | | 香港上環德輔道中 | 199 | 號無限極廣場 | 2701 – | 2703 室 | | 毛利率按年下跌 2.9 個百份點至 18.7% ，遜於我們預期。遠低於均值的毛利率及持 | 英恒科技 | (01760.HK) | | | | | 續上升的研發開支導致集團淨利潤低於去年同期約 23.0% 。 | 評級 | | | | 買 ...
Cautious outlook in operation
西牛证券· 2024-03-24 16:00
25 Mar, 2024 due to the keen price war. We, thus, slash the TP to HKD 2.85/share, maintaining "BUY". Intron | 01760.HK TARGET PRICE Intron (01760.HK) reported a YoY 20.1% increase in revenue to RMB 5,802.3mn in FY 2023, and the GM plunged by 2.9p.p. to 18.7%, lower than our estimates. An abnormally low GM COMPANY UPDATE brianngo@westbullsec.com.hk | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------- ...
Medical segment provides support during crucial time
西牛证券· 2024-02-26 16:00
| --- | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------------------------------------|-------------------------|-------------------------------------------------------------------|---------------------------------------------|---------------------------------------------|----------------------------------| | | Central, Sheung Wan, HK | | | | | | medical segment boomed YoY 75.2% to MYR 148.2mn. Thanks to the growing contribution | Pentamaster (01665.HK) ...
医疗业务分部在关键时刻提供支撑
西牛证券· 2024-02-26 16:00
檳傑科達 | 01665.HK 評級 敖曉風, Brian, CFA | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------|----------------------|-------------------------------------------------------------------|--------------------------------------------------------|---------------------------------------------|----------------------------------| | | | | | | | | | 香港上環德輔道中 | 199 | 號無限極廣場 | 2701 – | 2703 室 | | 潤較去年同期上升約 6.7% ，與我們預期相乎。汽車業務分部繼續成為集團主要的貢獻業 | 檳傑科達 | ( ...