《大行报告》瑞银上调华虹(01347.HK)目标价至52.5元 评级「中性」
瑞银发表报告指,半导体供应链的多个部分在最近数季都面对产能受限问题,其中8寸晶圆为主要的供应瓶颈之一。而此推动华虹半导体(01347.HK)的估值重评,由去年年中的两倍市账率,重估至目前的3.3倍。
该行认为,由於未来两至三年的需求增长,後沿代工厂的供应/需求料续有结构性改善,此将有利於华虹的中期前景。
瑞银上调华虹股份目标价,由31元升至52.5元,评级维持「中性」,并调升集团今明两年每股盈利预测分别42%及51%,以反映更强劲的需求前景,及由於补贴支持令经营开支预测降低。
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