港股異動 | 比亞迪電子漲5.51% 單季度實現淨利4.5億
格隆匯10月30日丨比亞迪電子(0285.HK)漲5.51%,報12.26港元,成交9992萬港元,總市值276億港元。比亞迪電子昨日晚間發佈截至2019年9月30日止9個月業績,該集團於期內營業額為383.99億元人民幣(單位下同),同比增長30.19%。毛利為26.12億元,同比減少19.09%。母公司權益擁有人應占溢利為10.26億元,同比減少43.04%。每股基本盈利為0.46元。雖然淨利大跌43%,但考慮到上半年公司實現5.8億的淨利,公司第三季度實現了4.5億的淨利,反彈幅度還是很大的。中信證券本月發佈研報,預計公司2020年淨利潤23.6億,參考全球主要可比公司估值以及公司歷史估值水平,結合業績高增速,認為合理估值為2020年13倍PE,對應目標價15.00港元。首次覆蓋,給予“買入”評級。
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