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華虹(01347.HK)反彈近一成 擬發不超4.34億股A股於科創板上市
阿思達克 05-13 11:45
昨午公布首季多賺2.1倍的華虹半導體(01347.HK)擬發行不超過約4.34億股A股於上交所科創板上市,籌集資金或達180億人民幣,主要用於製造和工廠項目及補充營運資金。該股繼昨天反覆跌近4%後,今天高見27.35元,現報27元,急彈9.8%,成交增至1,303萬股。 華虹昨午公布,首季純利按年升2.1倍至1.029億美元,但按季降近23%。期內,營收增至5.946億美元創紀錄高,按年及按季分別升95%及近13%。毛利率26.9%,按年升3.2個百分點,但按季降5.6個百分點。集團預期,今年次季營收約6.15億美元,毛利率介乎28%-29%。季績公布後,大行意見參差,其中瑞銀績後削華虹目標價51.5%至16元,以反映下調公司2023年每股盈測11%及料毛利率屆時將回落至21%;但大摩重申華虹「增持」評級,目標價降至41元。
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