《大行報告》瑞銀下調耐世特(01316.HK)目標價至11.9元 評級「買入」
瑞銀發表報告,基於耐世特(01316.HK)去年業績表現,將2022年至2023年的盈利預測下調13%至25%,予評級「買入」,目標價由13.2元下調至11.9元,相等於2022年預測市盈率18倍。
瑞銀指,耐世特去年下半年淨利潤為3,530萬美元,按年下降69.4%,低於市場預期。在業績發布會上,管理層表示半導體的限制可能會在上半年延續;整個供應鏈的通脹壓力可能會持續存在;預計公司將受益於北美皮卡電動化和SUV產品需求加速;公司預計在上半年獲得首個線控轉向項目。
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