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港股異動 | 比亞迪電子獲大行唱好漲4.4% 績後累漲逾20%
格隆匯 11-04 13:53
格隆匯11月4日丨比亞迪電子(0285.HK)經過上交易日短暫調整後繼續上行,現報14港元,漲幅4.48%,10月30至現價已累計漲逾20%,暫成交1.19億港元,最新總市值315億港元。公司上月29日發佈前9月未審核業績,花旗研報指,公司第三季收入達151億元人民幣,按季及按年分別升17%及51%,其生產自從華為8月份被禁以來,逐漸恢復到正常水平。上調其2019至2021年盈利預測1%至17%,目標價上調至16港元,維持“買入”評級。光大證券指,慮到公司業績回暖趨勢顯現,4Q19有望繼續環比改善,20年受益5G手機上量及大客户新產品線項目落地有望大幅增長,大客户產品線持續拓展、汽車及智能產品佈局將驅動其整體業績增長提速及更具備持續性有利於其估值提升,參考其歷史估值區間6-28倍PE,給予20年15倍PE,上調目標價至15.8元港幣,維持“增持”評級。
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