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老板电器(002508)
研报日期:2018-09-12 老板电器(002508) Event: Robam hosted an earnings call on 2018 Aug 23 after 2Q18 result releaseConclusions: (1) 2Q18 earnings miss, (2) management further cut long-termrevenue growth guidance from 20% to 10-15%, (3) Robam and Little Swan'sdeceleration likely hint significant deterioration in home appliances retailenvironment. We cut our earnings forecasts by 3-11% between FY18-20 andreiterate a cautious view on the sector. The print: slowest sales growth since at least 2010, operating profit missed DBeby 17% Robam's 2Q18 revenue came in at RMB1,905mn, up 4% YoY. DB operating pro
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股友1mQfSQ:
说的啥子鸡儿
Michael刘:
草泥马,抖机灵?
不让人说真话:
发表于 2018-09-1220:05:13事件:Robam于2018年8月23日召开财报电话会议,此前发布了第二季度业绩报告:(1)第二季度业绩未达预期,(2)管理层进一步将长期营收增长预期从20%下调至10% -15%,(3)Robam和Little Swan的减速可能暗示家电零售环境明显恶化。我们将18-20财年的盈利预期下调了3-11%,并对该行业持谨慎态度。不让人说真话:
是利空 外国人说不看好这个企业
大漠33:
就是鬼佬不看好的意思吗
股友wWlzOK:
鬼子唱空
特德不玩:
目标价25,还行