《大行報告》瑞信上調比亞迪電子(00285.HK)目標價29.6元 評級「中性」
瑞信發表的研究報告指,由於疫情持續比亞迪電子(00285.HK)的口罩產能提升至每日7,000萬至8,000萬個,傾向未來繼續生產口罩業務,並會生產更多醫療用品,故將公司第三、四季的口罩產能預測由3,000萬個升至8,000萬個,而2021至2022年的產能預測亦調整至2,000萬個及1,000萬個。
該行指出經過多年努力蘋果外殼業務終於啟動,iPad外殼將於第四季起出貨,初期規模較細,但估計未來數年市場份額可提升至20%至30%或以上,而在安卓平台方面,三星及小米(01810.HK)方面的份額提升有助抵銷華為業務方面的弱勢。
瑞信將公司2020至2022年各年盈測分別升49%、77%及47%,主要考慮到口罩產能的影響,目標價由18.2元升至29.6元,評級維持「中性」。
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