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《大行報告》瑞銀升耐世特(01316.HK)評級至「買入」 目標價上調至16.2元
瑞銀發表研究報告,指出耐世特(01316.HK)首季美國業務銷售表現有改善,加上公司積極拓展內地業務,認為市場擔憂汽車晶片短缺影響次季業績,相關因素已充分反映在股價上,將評級由「中性」上調至「買入」。

瑞銀指,耐世特首季美國銷售按年升7%,預期儘管有晶片短缺問題,美國市場今明兩年產量仍將按年升14%及10%。

另外,公司已鎖定吉利汽車(00175.HK)純電動車品牌極氪(ZEEKR)及長汽(02333.HK)第三代Haval H6 EPS的訂單,預期中國業務對整體收入貢獻至2023年將提升至22%(2019年為16%)。

考慮到晶片短缺,該行將今年每股盈利預測下調14%,但基於明年市盈率預測為16.5倍,目標價由14.3元升至16.2元。

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