《大行报告》高盛:中芯(00981.HK)上季业绩胜预期 本季毛利率指引亦高预期
高盛发表报告表示,中芯国际(00981.HK)公布今年第三季业绩、对第四季管理层指引强於预期,确认了该行看好公司前景观点,上季收入强劲主要受到内地客户(按季升10%),以及客户应用(按季升16%),已包括闪存芯片等产品,而公司予第四季指引季度收入环比增加2%至4%,高於该行及市场同业原预期各4%及2%,而公司今季指引指及不含阿韦?诺200mm晶圆厂环比增加4%至6%。
该行指,中芯国际第四季毛利率指引介於23%至25%的范围内,优於该行及市场同业原先预期18.5%及19%。该行指中芯「买入」投资评级及目标价11.5元。
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