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《大行報告》美銀證券升中芯(00981.HK)目標價至18.5元 評級「中性」
阿思達克 05-07 09:33
美銀證券發表報告指,中芯國際(00981.HK)擬發行新股於內地科創板上市,募集資金計劃用於「12英吋芯片SN1項目」、先進及成熟工藝研發項目的儲備資金等。

該行表示,中芯股份目前估值相當於今年市賬率1.7倍,對比大中華區上市同業平均為2.5倍,認為集團的估值合理,因其有領導地位,為中國最大的鑄造廠,且半導體本土化亦有所利好。

美銀上調中芯股份目標價。由16元升至18.5元,評級維持「中性」。該行預期,集團今年首季純利為3,400萬美元,基於台積電及聯華電子等同業第二季的指引穩固,預期中芯的強勁表現亦會在第二季持續。

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