《大行報告》大和上調富智康(02038.HK)目標價至1.1元 評級「持有」
大和發表報告表示,富智康(02038.HK)去年下半年收益按年跌34%至53億美元,低於該行預期7%;經營虧損為2,100萬美元,亦差過預期,並指受華為事件影響持續,認為現時介入屬言之過早
該行指,富智康預期今年上半年業務仍具挑戰且錄淨虧損,該行料公司將錄虧損5,100萬美元,相對於去年下半年虧損1.01億美元有所改善。
大和下調富智康今明兩年盈利預測,料今年錄虧損3,500萬美元(原本預期錄淨利6,800萬美元),對其明年盈測亦降17%,以反映收入前景審慎的預期。該行維持富智康「持有」評級,目標價則由0.95元升至1.1元。
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