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《大行报告》摩通上调超盈国际控股(02111.HK)评级至「增持」 目标价升至2.2元
阿思达克 04-07 15:46
摩根大通发表研究报告,指在超盈国际控股(02111.HK)公布去年业绩及简介会後,由於今年展望改善,对其看法趋正面;今年产能使用率料升至疫情前水平,在产能扩张下,毛利率料复苏。长远而言,该行喜好其扩大客户基础的潜力,受惠强劲产品创新及一站式解决方案策略。

报告称,超盈国际去年下半年纯利按年跌幅收窄至4%(上半年则按年跌29%),胜该行预期18%。该行上调其今明两年盈测9%至17%,反映更高销售增长及毛利率改善预期等。目标价由1.27元升至2.2元,评级由「中性」上调至「增持」。

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