港股異動 | 耐世特(1316.HK)跌逾5% 料中期純利同比大跌99%至100萬美元
格隆匯7月31日丨耐世特(1316.HK)現報4.88港元,跌5.24%,暫成交4390萬港元,最新總市值122億港元。耐世特曾於29日午間公佈,預期中期錄得權益持有人應占淨利潤約100萬美元(去年同期為1.31億美元),同比大跌99.2%。上半年,集團以及其大部分客户及供應商臨時關閉全球所有生產及其他設施。績後美銀美林發研報稱,雖然耐世特上半年生產、銷售及收入增長缺乏動力,部分地區市場的庫存較低;過去一個月的北美市場產量仍然穩定。該行預期公司下半年北美銷售額將實現增幅;歐洲方面摩洛哥新工廠將有更多新車型發佈,或將有效推動當地市場銷售增長,但目前公司的利潤率仍有可能會低於市場平均水平。該行重申“中性”評級,將目標價上調至5.1港元。

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