港股異動 | 華虹半導體半日收跌4.66% 第四季度溢利同比下降46.53%
格隆匯2月17日丨華虹半導體(1347.HK)上週五(14日)大跌14.32%,今日續跌。截至午間收盤,該股報18.42港元,跌4.66%,暫成交3.5億港元,最新總市值237.8億港元。華虹半導體上週四盤後公佈業績稱,2019年第四季度公司實現銷售收入2.43億美元,環比增加1.6%,同比下降2.5%;母公司擁有人應占溢利2620萬美元,同比下降46.53%。績後瑞信發研報指,公司去年第四季銷售符合指引,但經營開支上升較預期為高,主要由於無錫新廠需時提升,使季度利潤較該行及市場預期為低。下調評級至“跑輸大市”,但目標價升至16.5港元,以反映中長期來自本土化的增長。美銀證券亦指,考慮到代工業務競爭風險加劇等因素,下調其2020至2021年每股盈利預測約65%,將目標價微降至14港元,評級“跑輸大市”。
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