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《大行報告》瑞銀下調敏實(00425.HK)目標價至46.2元 評級「買入」
阿思達克 03-24 11:36
瑞銀認爲,敏實(00425.HK)去年下半年業績受到多個行業不利因素的拖累,包括全球半導體短缺、商品價格上漲、全球航運市場價格飆升,不過仍然看好敏實的電池外殼業務;然而由於歐洲汽車市場的不確定性,以及俄羅斯和烏克蘭衝突導致的原材料價格持續上漲,將敏實從瑞銀亞太關鍵列表中刪除。瑞銀敏實目標價由51.2元下調至46.2元,評級「買入」。
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