《大行报告》瑞银上调敏实(00425.HK)目标价至43元 评级「买入」
瑞银发表报告,认为电池盒业务或成为敏实集团(00425.HK)的结构性增长机会,而集团的传统业务亦在疫情的冲击中稳定复苏。
该行表示,今年上半年新能源汽车订单占了敏实新业务获取的73%,认为电池盒业务将成集团重要的收入及盈利增长动力,估计该业务於今年至2024年的收入年均复合增长率可达120%,并於2024年贡献集团盈利的15%。
瑞银上调敏实股份目标价,由25.6元大升至43元,评级维持「买入」。该行预期,集团於明年至2024年的盈利年均复合增长率为20%,而股本回报率亦料可由明年的12.5%,提升至2024年的15.9%。(ek/k)
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