德昌(00179.HK)逆市急涨11%重越牛熊线 季绩後获大行升价
德昌(00179.HK)季绩曝光後获大行上调目标价,该股今早重越牛熊线(15.04元),最高见17.26元创逾四个月高,现造16.18元,逆市急涨11%,成交增至150万股,涉资2,451万元。
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减少33%至5.17亿美元。不过,集团於6月业务需求显着回升,至月底销量已接近一年前水平。
野村指,德昌首季收入下跌,主要受疫情下的汽车部件收入跌41%拖累,工商用产品按年持平,主因在疫情下受惠於医疗器材、家用电器和个人护理产品增加动。该行相信,上述因素将有助工商用产品业务扭转逆势,而汽车部件业务有望於於第二财季复苏,尤其是美国市场,估计最坏时间已过去。故将德昌评级由「中性」升至「买入」,目标价由15.8元上调至19元。
瑞信也上调德昌目标价23%至16元,以反映首季业绩符预期及料中国乘用车产能会於今年下半年继续改善,北美和欧洲汽车生产商自6月起亦逐步复工,医疗设备需求亦见增加。
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