《大行報告》中金升比亞迪電子(00285.HK)目標價至43元 看好醫療設備新業務
中金近日發表報告表示,重申對比亞迪電子(00285.HK)「跑贏行業」評級,上調對其目標價95%至43港元此,相當預測明年市盈率20倍,主要考慮上半年口罩業務收入貢獻大於預期,以及醫療設備業務未來潛在的盈利能力。
該行指,比亞迪電子今年上半年業績小幅高於該行預期,公司中期收入按年增長34.8%至 314億人民幣,淨利潤按年增長329.9%至24.73億人民幣。淨利潤超出該行預期4%,與公司發布的盈利預喜一致(淨利潤同比增長280%以上),該行認為主要由於疫情期間口罩生產和iPad組裝等新業務需求強勁,盈利水平良好。
中金指,比亞迪電子在分析師業績會上公布重磅的消息是將進軍醫療設備行業,計劃生產電子香煙、牙科和骨科設備等 。該行認為未來幾十年,這些產品在中國有很大的市場潛力。
該行上調比亞迪電子2020年和2021年盈利預測各25%和40%,分別至58.2億元和42.9億人民幣,主要因為2020年上半年口罩業務超出預期。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.