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《大行報告》大和下調富智康(02038.HK)目標價至1.24元 評級「跑贏大市」
阿思達克 03-22 12:34
大和表示,富智康(02038.HK)去年下半年經營利潤820萬美元,高於該行原本預期的420萬元,該行稱,富智康下半年業績穩健,再次證實該行對其即將見底反彈的正面看法,雖然內地智能手機市場2022年上半年表現低迷,需求疲弱,但該行對富智康2022年盈利前景看法繼續正面,將目標價由1.5元下調至1.24元。 大和稱,從長遠來看,大和期望富智康與全球第四大汽車製造商Stellantis合作的汽車智能駕駛軟件,將於2023年開始實體化,料2023年將成爲富智康的新動力,該條件仍未納入富智康的預測中,評級「跑贏大市」。
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