You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞信下調華虹半導體(01347.HK)目標價至43元 評級「中性」
阿思達克 01-12 14:08
瑞信發表研究報告,將華虹半導體(01347.HK)2021年第四季銷售額按季增幅預測由10%上調至13%,高於市場預期的8.5%,源於無錫廠房出貨量加快至6.5萬WPM,加上公司繼續充分利用其8英寸晶圓廠;第四季毛利率預測亦從27.5%上調至28.9%,高於介乎27%至28%的指引。 該行指,2022年增長勢頭強勁,考慮到產品組合改善、價格提升、無錫產量增長及大部分年度維護已於去年末季完成,估計全年銷售額將增長38.6%至22.4億美元,2021至2022年銷售均價料各年增長13%至14%。 在強勁本地化生產及週期性帶動下,瑞信將華虹半導體2021至2023年每股盈利預測上調至1.22元、1.93元及2.1元,並維持「中性」評級,目標價則由52元下調至43元,以反映2023年內地無晶圓廠商庫存增加所帶來的潛在調整風險。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account