裕元(00551.HK)急挫逾9%失守百天线 花旗降价至16元
裕元(00551.HK)中绩扭盈为亏兼至少廿年来首次不派中期息曝光後,股价反覆向下,今天失守100天及50天线(12.3元及12.4元),最低见11.38元,现造11.44元,急挫9.2%,成交增至1,540万股,为逾两个月最多,涉资1.816亿元。
裕元上周五公布中期业绩盈转蚀近1.37亿美元(上年同期赚1.66亿美元),不及盈警时预测蚀1.5-1.6亿美元;每股亏损8.49美仙,至少20年来首次不派中期息(上年同期派息40港仙)。期内,总营收按年跌19.4%至40.86亿美元;毛利按年减近35%至8.33亿美元,其中制造业务毛利率收窄4.3个百分点至13.8%。
花旗指,裕元中期业绩表现逊预期,加上第三季为传统淡季,相信收入环比将进一步下跌,但第四季进入清库存季节,有机会转势。花旗调低裕元未来三年盈测至分别蚀1.48亿美元、赚2.29亿美元及赚3.3亿美元,目标价下调5.9%至16元,但维持「买入」评级。
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