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裕元集團: 6月製造繼續恢復,期待半年盈利表現

天风国际  · 公众号  ·  · 2024-07-31 17:56

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Yue Yuen Industrial Holdings  (0551 HK) 6月製造繼續恢復,期待半年盈利表現 June operating data: with manufacturing business recovery, we anticipate a profitable H1E BUY(maintain) 投資要點/Investment Thesis 投資要點/Investment Thesis 公司披露6月運營數據  集團單月營收6.5億美元,同比-4.3%;累計營收40億美元,同比-3.4%;其中製造業務營收單月同比2.9%,累計同比2.4%;寶勝單月營收同比-14%,累計同比-8.9%; Update: H1 total revenue and Pou Sheng decline; manufacturing grew 2.4% yoy Early H1 data: Yue Yuen Industrial Holdings (YY) released operating data for June 2024 with revenue at USD650m, down 4.3% yoy. This brought cumulative revenue to USD4bn in the year to date, down 3.4% yoy. The manufacturing business generated revenue growth of 2.9% yoy in June and 2.4% yoy in 24H1; while revenue contributed by Pou Sheng fell 14% yoy in June and declined 8.9% yoy in H1. 集團對製造業務前景保持樂觀,隨 ………………………………

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