《大行報告》野村升敏實(00425.HK)評級至「買入」 料可獲市場明顯重估
野村發表報告表示,預期敏實集團(00425.HK)下半年業務將會強勁復甦,對公司增長前景更有信心,包括料下半年歐洲業務隨新產品逐步實現商業化及代工生產後,其毛利率將進一步擴大;成為Tesla及寧德時代的供應商;以及先進駕駛輔助系統(ADAS)業務的發展等多個催化劑。
該行下調其2020至2021年度盈利預測33%及21%,以反映上半年業務受疫情之負面影響。但基於上述多個利好因素,相信該股未來數年可獲市場明顯重估,因此將其目標價由23元大幅上調至34.5元,且由「中性」升至「買入」評級。
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