《大行報告》大摩下調上海復旦(01385.HK)目標價至28.02元 評級「與大市同步」
摩根士丹利發表報告,將上海復旦(01385.HK)2021年、2022年和2023年的每股盈利預測分別提高7%、8%和8%,主要是由於預期銷售和毛利率提升以及實際稅率下跌。目標價由28.29略微下調至28.02元,以反映公司在盈利上升的同時,需要將大部分盈利投資於研發的情況下,現金分紅率降低。而因預計FPGA芯片業務大批量生產仍然需要時間,該行維持評級「與大市同步」。
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