《大行报告》大和上调伟易达(00303.HK)目标价至85元 评级「跑赢大市」
大和发表报告表示,伟易达(00303.HK)截至今年3月底止年度纯利按年上升21%至2.31亿美元,高於市场预期15%,主因下半财年收益增长胜预期,录按年升20%,以及销售及市场推广成本控制较好等带动毛利率改善。且公司派息率由2020财年之70%回复至2021年度之99%。
该行预期,伟易达订单於2022财年持续强劲,惟原材料供应上有不确定因素,以其股息收益率9%而言估值吸引,重申其「跑赢大市」评级,基於将其2022至2023年度盈利预测上调3%至7%,并加入2024年预测,目标价由63元升至85元。
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