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高盛发表研究报告指该行在上周三出席了海信家电在青岛首个的投资者日公司管理层已就每个业务部门制定了清晰的未来发展战略路线图该行认为当中的策略切中要害成功与否取决于有力的执行。而在加强产品、扩张渠道及更清楚的品牌定位下管理层有信心可以进一步提高内地市场的市占率。报告亦指公司将旗下所有业务分成4大类别分别为具竞争优势、具追赶潜力、内部仍在初期发展阶段及三电控股。该行考虑到更积极的增长及利润前景特别是明确战略支持下的传统白色家电业务将公司2024年至2026年每股盈测上调0%至3%将H股目标价由31港元上调...

Goldman Sachs published a research report stating that the bank attended Hisense Home Appliance's first Investor Day in Qingdao last Wednesday. The company's management has drawn up a clear strategic roadmap for future development for each business unit.

Zhitong Finance ·  May 27 15:43
Goldman Sachs published a research report stating that the bank attended Hisense Home Appliance's first Investor Day in Qingdao last Wednesday. The company's management has drawn up a clear strategic roadmap for future development for each business unit. The bank believes that the success of these strategies is critical and depends on strong execution. Meanwhile, with strengthened products, expanded channels, and a clearer brand positioning, management is confident that the market share of the mainland market can be further increased. The report also indicates that the company divided all of its businesses into 4 major categories, which have competitive advantages, catch-up potential, are still in the early stages of internal development, and Sandian Holdings. Taking into account more positive growth and profit prospects, in particular the traditional white goods business with clear strategic support, the bank raised the company's earnings estimates per share by 0% to 3% from 2024 to 2026 and raised the target price of H shares from HK$31 to HK$35 to maintain a “buy” rating.

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