《大行報告》大摩昇華虹半導體(01347.HK)評級至「增持」 目標價上調至47元
摩根士丹利發表報告,預計華虹半導體(01347.HK)的股價將會上漲,指其股價自2021年12月1日以來,表現一直遜於同行,市場應該開始反映普遍的盈利預測改善,預計在2021年第四季錄得穩健業績、其2022年第一季前景強勁之下,這個情況將會出現。該行將華虹半導體目標價由45元上調至47元,評級由「與大市同步」上調至「增持」。
大摩認爲,華虹的12寸晶圓廠擴張表現出強勁的執行力,公司強勁的2021年第四季業績和對2022年第一季展望表明,其無錫工廠的運行好於市場預期,相信現價相當於2022年預測市賬率爲2.3倍,是低估了華虹的潛力。
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