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港股異動 | 中芯國際漲逾4% 上調首季指引 獲美銀升目標價77%至16港元
格隆匯 04-15 11:59
格隆匯4月15日丨中芯國際(0981.HK)現報14.64港元,漲4.27%,暫成交7億港元,最新總市值750億港元。中芯國際上週二(7日)晚間發公告稱,將今年一季度的收入增長指引由原先的0%至2%上調為6%至8%;一季度毛利率指引由原先的21%至23%上調為25%至27%。公司首席財務官高永崗博士表示:"自從最初公佈第一季度收入和毛利率指引後,我們看見產品需求的增長及產品組合的優化,這些都超過了早前的預期,因此上調第一季度的收入和毛利率指引。"美銀證券最新發報告指,中芯國際上調對今年首季的指引,其中收入按季增長6%-8%,較市場及該行早前預測分別高6%及7%。上調對中芯股份評級,由“跑輸大市”升至“中性”,目標價由9港元大幅上升77%至16港元,並上調集團今明兩年每股盈利預測250%至310%。
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