招银证券:给予滨江服务(03316.HK)“增持”评级 目标价35.80港元
同花顺金融研究中心 2023-07-27 17:05:13
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招银证券7月27日发布公告。We expect >2.3x YoY revenue growth of5S VAS (to RMB217mn) in1H23E. With more contribution from5S VAS and less from non-owner VAS, overall GP Margin is like to decline by3ppt to28.4% (flat from FY22) in our estimate as margin for5S VAS is at40-42% or less, (home decoration business at20-30%) and that for non-owner VAS is at45%.