大和:下調富智康(2038.HK)評級至持有 料盈利復甦不確定性增加
大和發表研究報告指,由於新型冠狀病毒肺炎疫情影響需求、及華為方面消息,富智康集團(2038.HK)盈利復甦因而面臨更大的不確定性。該行將集團的評級由優於大市下調至持有,目標價亦由1.05港元降至0.95港元。
該行將富智康2020至2021財年收入預測下調14%至15%。由於疫情期間成本上升、收入下降,預計公司今年虧損5600萬美元,2021年起恢復盈利,不過恢復速度更慢,並將2021財年盈利預測下調42%。

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