港股異動 | 比亞迪電子漲4.6% 獲多家券商唱好
格隆匯1月10日丨比亞迪電子(0285.HK)現漲4.6%,報17.74港元,暫成交1.6億港元,最新總市值399.7億港元。國盛證券指,公司背靠比亞迪股份,手機零件製造及代工能力獲大客户認可,已經和華為、蘋果、小米、HP、華碩等國內外一線消費電子品牌建立良好的合作關係。預測公司2019/2020/2021年盈利分別為14.1/22.8/35.9億元,同比增速分別為-35.7%/62.0%/57.2%。考慮到公司良好的成長性和同行估值,認為公司合理市值為421.76億港元(18.7港元/股),對應18倍2020年P/E,首次覆蓋,給予“買入”評級。天風證券研報指,給予公司20年20x PE估值,對應目標價22.6元/股,即為25.1港元/股,給予“買入”評級。
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