耐世特(1316.HK)績後大跌11.26% 業績不及預期遭多家投行下調目標價
格隆匯8月18日丨昨晚公佈業績的耐世特(1316.HK)今日收跌11.26%報9.14港元,市值229億港元。公司昨晚公佈業績顯示,今年上半年收入17.34億美元,按年增43.3%;純利8314.3萬美元,暴增62.9倍。業績公佈後,瑞信最新報吿表示,耐世特上半年盈利較2020年下半年跌28%至8300萬美元,低於市場預期;而較令人感意外的是EBITDA利潤率低於預期,集團上半年EBITDA利潤率為12.3%,較市場14.6%的全年預測為低,因此將其目標價由17.4港元下調13.8%至15港元。另外,小摩亦將其目標價由11港元下調至9.5港元,稱其業績珣玗琪,還稱全球汽車行業仍面對芯片短缺問題,對銷量及毛利率都造成壓力,前景可見度較低,將今年盈利預測削減25%,但將明年預測上調12%。

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