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《大行报告》麦格理一举升华虹(01347.HK)评级至「跑赢大市」 目标价上调至63.3元
阿思达克 02-10 10:07
麦格理发表报告指,华虹半导体(01347.HK)去年第四季业绩表现优於预期,收入按年增长15%,按季增长11%,高於指引中位4%;毛利率则为25.8%,高於指引中位的22%,及市场预测的22.5%。

该行表示,华虹半导体(有三个基本面因素令其看法转为正面,包括去年第四季业绩显示12寸晶圆产能的增加有快速改善;汽车及工业用微控制器(MCU)等的需求稳固;及12寸晶圆的毛利率或较8寸晶圆高8%。

麦格理上调华虹股份评级,由「跑输大市」一举升至「跑赢大市」,目标价由17.2元大幅上调至63.3元,相当预测2022年市盈率40倍,并调升集团今明两年盈利预测分别59%及38%,以反映12寸晶圆有更快的产能增加,及今明两年利用率提升。

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