銀河聯昌升高偉電子(01415.HK)目標價至7.23元 料受惠iPhone 12推出推動業績
高偉電子(01415.HK)今日(6日)半日股價飆升22.1%收4.53元,銀河-聯昌證券發表報告表示,就高偉電子計劃宣派每股93.2港仙特別股息,將於今年11月5日派付,此相當於其每股淨現金1.39元的三分之二,並相信公司未來將維持慷慨的派息政策,估計其2021財年將派發每股7.1美仙(相當約55港仙)的股息,因公司自由現金流量表現強勁。
該行稱,重申對高偉電子「收集」投資評級,上調對其目標價,由原來5.84元升至7.23元,料未來可惠iPhone銷售強勁及蘋果公司(AAPL.US)供應鏈的市場份額趨穩定。
銀河-聯昌證券估計,高偉電子今年下半財年業績強勁,因蘋果公司料將於10月15日推出5G版的iPhone 12,料公司在iPhone 12產品平均售價可提升12%,並相信其2021財年可持續強勁的增長勢頭,因市場對5G版的iPhone的替代需求。
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