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大行評級 | 大摩:下調耐世特、敏實集團目標價,評級增持
格隆匯4月14日丨摩根士丹利發表研究報告指,地緣政治緊張及內地嚴控疫情將持續影響消費市場,加上長期的供應鏈挑戰,因此進一步下調對中國汽車零部件行業預測,預期行業仍未見底。 大摩認爲,汽車零部件行業估值需要重新調整,進一步下調相關股份的盈利預測及目標價,以反映過去兩星期原材料成本大幅上漲、股票風險溢價及供應鏈困境等,當中將耐世特(1316.HK)今明兩年盈利預測削減32%及22%,目標價由10.5港元下調至7.5港元,評級“增持”;並將敏實(0425.HK)今明兩年盈利預測下調24%及22%,目標價由42港元降至28港元,但計及累積訂單,將收入預測上調3%及4%,評級“增持”。
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