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《大行报告》瑞银升耐世特(01316.HK)评级至「买入」 目标价上调至16.2元
瑞银发表研究报告,指出耐世特(01316.HK)首季美国业务销售表现有改善,加上公司积极拓展内地业务,认为市场担忧汽车晶片短缺影响次季业绩,相关因素已充分反映在股价上,将评级由「中性」上调至「买入」。

瑞银指,耐世特首季美国销售按年升7%,预期尽管有晶片短缺问题,美国市场今明两年产量仍将按年升14%及10%。

另外,公司已锁定吉利汽车(00175.HK)纯电动车品牌极氪(ZEEKR)及长汽(02333.HK)第三代Haval H6 EPS的订单,预期中国业务对整体收入贡献至2023年将提升至22%(2019年为16%)。

考虑到晶片短缺,该行将今年每股盈利预测下调14%,但基於明年市盈率预测为16.5倍,目标价由14.3元升至16.2元。

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