《大行報告》美銀證券升中芯(00981.HK)評級至「中性」 目標價上調至16元
美銀證券發表報告指,中芯國際(00981.HK)於上周上調對今年首季的指引,其中收入按季增長由0%-2%,調升至6%-8%,較市場及該行早前預測分別高6%及7%,至於集團現時的毛利率指引升至25%-27%(原為21%-23%)。
該行認為指引上調主因市場手機補貨、由於憂慮疫情引起的中斷而入貨,及華為訂單增加令利用率提高,而未來勢頭的可持續性取決於疫情大流行的情況。
美銀上調對中芯股份評級,由「跑輸大市」升至「中性」,目標價由9元升至16元,並上調集團今明兩年每股盈利預測250%至310%。
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