港股異動 | 偉易達集團高開近5% 上半財年純利同比增長31%至1.18億美元
格隆匯11月12日丨偉易達(0303.HK)高開4.97%,報72.9港元,暫成交131.2萬港元,最新總市值183.5億港元。偉易達集團昨晚公佈業績稱,截至9月30日止6個月,實現收入11.24億美元,同比增長12%;股東應占溢利1.18億美元,同比增長31%;每股盈利46.9美仙,擬派中期息每股17.0美仙。里昂曾發研報指,偉易達於美國很大部分的銷售,將會受3000億美元新關税所影響。不過公司已預先交付產品去美國,以減少對2020年度影響,以及亦正擴大馬來西亞廠房產能,藉着可能加價以抵銷2021年度受關税的影響。隨着關税影響透明度增加及高股息率,將目標價上調至68港元。不過由於見到其核心業務增長勢頭減弱,故只將評級由“沽售”升至“跑輸大市”。
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