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《大行報告》麥格理一舉升華虹(01347.HK)評級至「跑贏大市」 目標價上調至63.3元
阿思達克 02-10 10:07
麥格理發表報告指,華虹半導體(01347.HK)去年第四季業績表現優於預期,收入按年增長15%,按季增長11%,高於指引中位4%;毛利率則為25.8%,高於指引中位的22%,及市場預測的22.5%。

該行表示,華虹半導體(有三個基本面因素令其看法轉為正面,包括去年第四季業績顯示12吋晶圓產能的增加有快速改善;汽車及工業用微控制器(MCU)等的需求穩固;及12吋晶圓的毛利率或較8吋晶圓高8%。

麥格理上調華虹股份評級,由「跑輸大市」一舉升至「跑贏大市」,目標價由17.2元大幅上調至63.3元,相當預測2022年市盈率40倍,並調升集團今明兩年盈利預測分別59%及38%,以反映12吋晶圓有更快的產能增加,及今明兩年利用率提升。

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