《大行報告》花旗降德昌(00179.HK)評級至「中性」 目標價下調至17.8元
花旗發表報告,指德昌電機(00179.HK)首三季營業額按年升12%,表現稍低過該行預期,主因汽車產品自然收益按年下跌12%,加上公司未能有效地上調汽車和工商產品部的平均價以轉嫁成本上漲。該行將德昌電機評級由「買入」下調至「中性」。
報告將德昌電機2022至2024年盈利預測下調8%至11%,目標價相應由29元下調至17.8元。該行補充,在出口股中,最看好創科實業(00669.HK),其次是申洲國際(02313.HK),之後是敏華控股(01999.HK),因上述公司擁有更佳定價能力。
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