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《大行報告》瑞信下調德昌(00179.HK)評級至「中性」目標價降至18.4元
阿思達克 07-11 11:11

瑞信發表研究報告指,德昌電機(00179.HK)2020年度首季收入7.67億美元,按年跌12%,低於市場預期。不計及2,700萬美元匯兌虧損,首季自然收入按年跌9%至7.94億美元。而收入按年跌12%,亦是過去五年最大季度跌幅。

報告指,考慮到收入增長低於預期,將德昌2020至2022年度盈利預測降低12%至17%,至到2.25億美元、2.36億美元及2.38億美元。另外,基於預計第二季收入按年跌6%,以及上半年業績令人失望,盈利料跌29%至1億美元,瑞信料該股股價短期仍然疲弱,故將評級由「跑贏大市」下調至「中性」,目標價由19.8元降至18.4元。

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