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最新买入评级

研究员 推荐股票 所属行业 起评日* 起评价* 目标价 目标空间
(相对现价)
20日短线评测 60日中线评测 推荐
理由
发布机构
最高价* 最高涨幅 结果 最高价* 最高涨幅 结果
老板电器 家用电器行业 2017-07-31 40.60 44.02 32.19% 40.94 0.84%
50.35 24.01%
详细
Robam reported 1H17 results on Wednesday (25-Jul) after market close followed by a management call on Thursday. Revenue/net profit recorded Rmb3.2 bn/Rmb597.7 mn (27%/41% YoY), which missed consensus by 3%/1.6%, respectively. We believe a slower 2Q17 (1Q/2Q is 34%/22%) growth is attributed to the property market control starting in 4Q16 and accounting policy change. If we "restore" the numbers without such change, revenue is ~Rmb3.2 bn, which missed consensus by 1.9%. The company will continue to expand POS in lower-tier cities in 2H and increase average selling price (ASP) in e-commerce starting in July. We believe these two measures will partly offset the negative impact of property slowdown and YoY raw material price increase. We fine-tune our numbers on slower revenue assumptions but better gross profit margin assumptions. Our new target price is Rmb47.50 (from Rmb48.46), based on 27x forward P/E.
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*说明:

1、“起评日”指研报发布后的第一个交易日;“起评价”指研报发布当日的开盘价;“最高价”指从起评日开始,评测期内的最高价。
2、以“起评价”为基准,20日内最高价涨幅超过10%,为短线评测成功;60日内最高价涨幅超过20%,为中线评测成功。详细规则>>
3、 1短线成功数排名 1中线成功数排名 1短线成功率排名 1中线成功率排名