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银河联昌升高伟电子(01415.HK)目标价至7.23元 料受惠iPhone 12推出推动业绩
阿思达克 10-06 12:11
高伟电子(01415.HK)今日(6日)半日股价飙升22.1%收4.53元,银河-联昌证券发表报告表示,就高伟电子计划宣派每股93.2港仙特别股息,将於今年11月5日派付,此相当於其每股净现金1.39元的三分之二,并相信公司未来将维持慷慨的派息政策,估计其2021财年将派发每股7.1美仙(相当约55港仙)的股息,因公司自由现金流量表现强劲。

该行称,重申对高伟电子「收集」投资评级,上调对其目标价,由原来5.84元升至7.23元,料未来可惠iPhone销售强劲及苹果公司(AAPL.US)供应链的市场份额趋稳定。

银河-联昌证券估计,高伟电子今年下半财年业绩强劲,因苹果公司料将於10月15日推出5G版的iPhone 12,料公司在iPhone 12产品平均售价可提升12%,并相信其2021财年可持续强劲的增长势头,因市场对5G版的iPhone的替代需求。

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