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《大行报告》大和上调中芯(00981.HK)目标价至15.5元 评级「沽售」
阿思达克 08-10 10:52
大和发表报告,上调中芯国际(00981.HK)今年至2022年的盈利预测14%至87%,以反映今年第二季业绩较预期为佳;於在家工作/学习需求持续下的第三季指引;及为增加产能推动收入的资本开支提升较该行早前预期高。

该行表示,中芯进一步提高今年的资本开支,预计此将增加其折旧负担,因此忧虑其毛利率的长期表现。大和又估计,中芯近期的盈利势头将会减速,主因疫情可能导致库存有风险,而集团将无法幸免。

大和上调中芯股份目标价,由11.5元升至15.5元,评级维持「沽售」。

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