You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
花旗:升海天國際(1882.HK)目標價至22.6港元 評級“買入”
格隆匯 01-15 10:35
花旗發表的研究報告指,相信5G智能手機的資本開支週期以及貿易 摩擦 降温等將帶動整體制造業資本開支於2020年提升,而海天國際(1882.HK) 亦將受惠,相信其收入分佈將轉向高端模組,意味毛利率或將提升,重申“ 買入 評級,目標價由19港元升至22.6港元。
總體而言內地製造業PMI自去年11月份以來企穩在50%以上,反映製造業資本開支擴張週期將至,勢頭亦配合過去數月新訂單表現改善等。該行相信受惠5G智能手機模組的資本開支週期將至,增長勢頭將在智能手機方面,此外汽車及冷氣方面亦將見底,估計生產商將更願意擴大資本開支作更新,以為出貨量復甦做準備。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account