港股异动 | 伟易达集团高开近5% 上半财年纯利同比增长31%至1.18亿美元
格隆汇11月12日丨伟易达(0303.HK)高开4.97%,报72.9港元,暂成交131.2万港元,最新总市值183.5亿港元。伟易达集团昨晚公布业绩称,截至9月30日止6个月,实现收入11.24亿美元,同比增长12%;股东应占溢利1.18亿美元,同比增长31%;每股盈利46.9美仙,拟派中期息每股17.0美仙。里昂曾发研报指,伟易达于美国很大部分的销售,将会受3000亿美元新关税所影响。不过公司已预先交付产品去美国,以减少对2020年度影响,以及亦正扩大马来西亚厂房产能,借着可能加价以抵销2021年度受关税的影响。随着关税影响透明度增加及高股息率,将目标价上调至68港元。不过由于见到其核心业务增长势头减弱,故只将评级由“沽售”升至“跑输大市”。
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