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天風證券:予比亞迪電子(0285.HK)目標價25.1港元 評級“買入”
格隆匯 01-10 13:50
天風證券發報告指,料比亞迪電子(0285.HK) 今年將加速實現業績倍增,主要因為公司已經成長為手機零組件領域平台型公司,加上在各階段均與主流客户深度合作,具備手機零組件一站式垂直整合能力,短期可受惠5G發展,而未來亦展望客户推多條產品線項目;中長期則料其新型智能板塊可持續受惠於5G Iot行業增長等。
該行看好公司未來將受惠手機銷量復甦、零部件價格提升及組裝放量等,估計公司2019-21年收入將分別為567.2億元(人民幣,下同)、1,005.4億元、1,263.8億元,淨利則分別為17.6億元、25.32億元及31.46億元,予目標價25.1港元,評級“ 買入 ”。

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