《大行报告》高盛升中芯(00981.HK)目标价至16.3元 料受惠14纳米产品需求
高盛近日发表报告表示,对半导体行业持建设性看法,特别是晶圆代工方面,相信中芯国际(00981.HK)可受惠内地客户及14nm需求,藉其於成熟技术应用(mature node及先进技术应用(advanced nodes)录增长趋势,从成熟技术应用上,可受惠图像传感器(CMOS Image Sensor, CIS)、NOR flash(闪存芯片)、蓝芽集成电路等推动。
该行表示,上调对中芯国际目标价,由14.5元升至16.3元,相当预测市盈率37倍,重申对其「买入」投资评级,调高对公司2020年及2021年收入预测各1%及2%,料受惠於12nm及14nm需求。
高盛表示,调高对中芯国际2020年每股盈利预测,由0.04美元升至0.05美元,并上调对公司2021年每股盈利预测,由0.06美元升至0.07美元。
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