《大行報告》美銀證券上調耐世特(01316.HK)目標價至5.1元 評級「中性」
美銀證券發表研究報告指,耐世特(01316.HK)日前發盈警,預期受疫情打擊,上半年生產設施暫時關閉,加上客戶新產品發布取消或延期,導致期內銷售額將按年跌34%,盈利更減少99%,表現差過預期,因此將全年收入預測下調35%,但維持2021至2022年預測基本不變。
報告指,雖然耐世特上半年生產、銷售及收入增長乏力,但由於部分型號庫存較低,過去一個月北美市場產量仍然穩定。通用汽車罷工導致去年下半年基數較低,加上恢復生產和補庫存等因素,預期今年下半年北美銷售額將錄得按年增幅;歐洲方面摩洛哥新工廠有更多新車型發布,將推動銷售增長,但前期開支影響下,利潤率可能會低於平均水平。美銀重申耐世特的「中性」評級,將目標價由4.8元上調至5.1元。
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