海尔智家:Takeaway from the post result NDR

16 Sep 2024 CMB International Global Markets | Equity Research | Company Update Haier Smart Home (6690 HK) Takeaway from the post result NDR The slowdown in sales growth in 2Q24 was a small surprise, but the margin improvement was impressive, in our view. We are confident about the Company as the outlook in 2H24E is decent in both China and overseas, supported by factors like government subsides, potential interest rate cut, new product launches and turnaround in margins in the EU, etc.. Maintain BUY and fi ...