大和:升耐世特(1316.HK)至優於大市評級 目標價上調至13港元
大和發表研究報吿表示,美國通用汽車在美國消費性電子展公佈對新能源汽車及無人駕駛方面的計劃,如計劃在2025年底推出30款純電動車款等,美國通用汽車作為耐世特(1316.HK)的最大客户,佔耐世特去年上半年37%的收入,耐世特將受惠於上述計劃,有助提升產品平均售價及盈利能力,將目標價由5.4港元上調至13港元,評級則持有升至優於大市。
大和續指,預期公司今年及明年每股盈利預測分別按年上升66%及14%。

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