《大行報告》美銀證券上調耐世特(01316.HK)目標價至11.7元 評級「中性」
美銀證券發表報告,指耐世特(01316.HK)北美業務佔比達65%,故當地市場增長為公司的盈利和估值帶來增長動力,公司股價於去年第四季顯著復甦,因北美市場存貨緊張,市場氣氛轉變快於預期。雖然去年下半年的生產的反彈已反映,但因最壞時間已過,相信市場會再對公司進行重估,2021至22年盈利預測上調2-3%,目標價由5.8元升至11.7元,重申「中性」評級。
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