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里昂:维持宁德时代(03750)“跑赢大市”评级 料港股IPO锁定期届满引发大幅回调可能性不高
智通财经网· 2025-11-10 07:39
Core Viewpoint - The upcoming expiration of cornerstone investor lock-up period for CATL's Hong Kong IPO on November 20 raises concerns about potential sell-offs, but the firm does not expect a significant price decline [1] Group 1: Market Sentiment - Concerns about profit-taking are anticipated as the lock-up period ends, but a major price drop is not expected [1] - Once uncertainties are resolved, CATL is expected to resume its upward trend driven by strong global energy storage system development and improved battery supply-demand dynamics by 2026 [1] Group 2: Analyst Ratings and Price Targets - The firm maintains an outperform rating for both CATL's A-shares and Hong Kong shares [1] - The target price for CATL's A-shares is set at 500 RMB, while the target price for its Hong Kong shares remains unchanged at 685 HKD [1]
里昂:维持宁德时代“跑赢大市”评级 料港股IPO锁定期届满引发大幅回调可能性不高
Zhi Tong Cai Jing· 2025-11-10 07:39
里昂发布研报称,宁德时代(300750)(03750,300750.SZ)即将到来的港股IPO基石投资者锁定期(11月20 日)届满,引发了市场对该股可能面临沽售的担忧。里昂预期会出现一些获利终结作,但不认为会引发 股价大幅回调。里昂表示,一旦上述不确定性消除,预期宁德时代将恢复上升趋势,主要受到来自全球 强劲的储能系统发展,及2026年电池供需动态的改善。因此,该行重申对宁德时代A股及港股跑赢大市 评级;A股目标价为500元人民币,港股目标价维持685港元不变。 ...
里昂:首予颖通控股跑赢大市评级 目标价3.82港元
Zhi Tong Cai Jing· 2025-08-06 07:29
Group 1 - The core viewpoint of the article is that the Chinese perfume market is expected to experience a compound annual growth rate (CAGR) of 14% from 2023 to 2028, according to a report by Sullivan [1] - The company Ying Tong Holdings (06883) is positioned to benefit from this growth, being the third-largest perfume group by sales in Greater China [1] - The report initiates a "buy" rating for Ying Tong Holdings with a target price of HKD 3.82, based on a projected price-to-earnings ratio of 13 times for the next 12 months [1] Group 2 - The forecast for Ying Tong Holdings indicates a sales growth of 17% and a net profit growth of 27% for the fiscal year ending March 2026 [1] - From fiscal years 2026 to 2028, the company is expected to achieve a CAGR of 16% in sales and 25% in net profit, with net profit margin increasing from 11.1% in fiscal 2026 to 13% in fiscal 2028 [1] - The growth is attributed to market share expansion in perfumes and other categories, as well as the expansion of direct-to-consumer (DTC) channels [1]
亚太市场,开盘普涨
Zheng Quan Shi Bao· 2025-04-23 02:01
开盘普涨。 4月23日,香港恒生指数开盘涨2.4%,恒生科技指数涨3.5%。热门港股方面,比亚迪(002594)电子、比亚迪股份涨超6%,阿里巴巴、小米集团涨超 5%,泡泡玛特、小鹏汽车、哔哩哔哩等涨超4%。 | < | 热门港股 | C | | --- | --- | --- | | 股票名称 | 最新价 : : 涨跌幅 : | 换手率 | | 康方生物 | 95.500 | 0.139 | | HK 09926 | | | | XL 二南方恒科 | 4.754 +6.93% | 0.179 | | HK 07226 | | | | 比亚迪电子 | 35.000 +6.22% | 0.03% | | HK 00285 | | | | 比亚迪股份 | 399.000 +6.17% | 0.09% | | HK 01211 | | | | 阿里巴巴-W | 116.400 +5.82% | 0.08% | | HK 09988 | | | | 小米集团-W | 46.750 +5.29% | 0.069 | | HK 01810 | | | | 我们之 | 6.350 +5.13% | 0.04% | | HK ...