《大行報告》花旗下調比亞迪電子(00285.HK)目標價至46元 評級「買入」
花旗發表報告指,比亞迪電子(00285.HK)近期的股價表現疲弱,估計是因業務進展令人失望,但相信部分因素是暫時性,並有望於今年稍後時間解決;認為該股被過度沽售。
該行表示,比亞迪電子對其中長期發展看法正面,而集團於蘋果供應鏈的市場佔有率增加,並於物聯網及汽車業務方面有良好定位。
花旗下調比亞迪電子股份目標價,由49元降至46元,評級維持「買入」,並調低集團今年盈利預測25%,以反映業務進展較預期慢,明年及2023年盈測亦下調18%,主因增長假設更為保守。該行相信,集團目前股價對其增長潛力是過份折讓,一旦其於有關的短期挑戰中恢復,股價料會獲重評。
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