《大行报告》花旗:对伟易达(00303.HK)2022财年前景更具信心 重申「买入」评级
花旗发表研究报告表示,与伟易达(00303.HK)管理层洽谈後,对公司截至明年3月底止2022财年前景更具信心,预期在各项业务积压订单量庞大;新产品受客户欢迎;线上销售比例提升;以及派息稳定等因素支持下,2022财年收入料将增长7%,盈利则持平。
该行指,2022财年要关注的风险因素包括人民币走强、半导体与LCD显示屏短缺以及大宗商品成本提升等,预期如果伟易达可减轻成本上涨的影响,未来利润仍有上升空间。
花旗又提醒,由於大宗商品成本上升,预期2022财年毛利率将下降1个百分点至29.6%,基於2022财年预测市盈率12倍,给予目标价84元,重申「买入」评级,预期2022财年股息率将达到8.5%以上。
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