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德昌(00179.HK)逆市急漲11%重越牛熊線 季績後獲大行升價
阿思達克 07-15 11:17
德昌(00179.HK)季績曝光後獲大行上調目標價,該股今早重越牛熊線(15.04元),最高見17.26元創逾四個月高,現造16.18元,逆市急漲11%,成交增至150萬股,涉資2,451萬元。

德昌公布,受累於新冠肺炎疫情大流行,截至6月底止首季收入按年減少33%至5.17億美元。不過,集團於6月業務需求顯著回升,至月底銷量已接近一年前水平。

野村指,德昌首季收入下跌,主要受疫情下的汽車部件收入跌41%拖累,工商用產品按年持平,主因在疫情下受惠於醫療器材、家用電器和個人護理產品增加動。該行相信,上述因素將有助工商用產品業務扭轉逆勢,而汽車部件業務有望於於第二財季復甦,尤其是美國市場,估計最壞時間已過去。故將德昌評級由「中性」升至「買入」,目標價由15.8元上調至19元。

瑞信也上調德昌目標價23%至16元,以反映首季業績符預期及料中國乘用車產能會於今年下半年繼續改善,北美和歐洲汽車生產商自6月起亦逐步復工,醫療設備需求亦見增加。

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