《大行报告》瑞信上调比亚迪电子(00285.HK)目标价至42元 评级「中性」
瑞信发表研究报告,指比亚迪电子(00285.HK)首季纯利符该行预期,但逊市场预期。公司维持今年1,000亿元人民币之销售目标,当中由苹果公司(AAPL.US)及电子烟公司为主要增长动力。
该行升比亚迪电子2021至2023年各年盈测分别0.5%、9%及7%,以反映苹果EMS收入增加、安卓外壳收入下降、电子烟毛利率扩张,经营开支下降,以及其他非经营收益增加的预期,目标价由41.2元升至42元,维持「中性」评级。
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