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《大行報告》匯豐研究首予中興(00763.HK)「買入」評級 目標價30元
阿思達克 05-26 14:06
匯豐研究首予中興(00763.HK)H股「買入」評級,目標價30元。該行指,5G前景能見度高,成為很好的防守板塊,中興在5G市場中取得份額並在伺服器市場擴張,而且中興AH股票的2022年預測市盈率分別為13倍和8倍,均處於歷史低位,這意味著良好的買入機會,因為中興今年首季業績強勁,超出市場預期,股價催化劑包括在第二季發布5G和服務器投標,以及工信部對新資訊科技基礎設施提供更多政策支持。 匯豐研究認為,中興在國際市場上應該有更多增長機會,該市場佔其2021年收入的三分之一,由於合規方面的改善,歐洲和大洋洲的收入在2021年增長了24%,已經是中興增長最快的地區。該行繼續預計,中興通訊的伺服器業務在2021-2023年以35%的複合年增長率增長。
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