《大行報告》瑞信上調長飛光纖光纜(06869.HK)目標價至17.8元 評級「跑贏大市」
瑞信報告指出,上調長飛光纖光纜(06869.HK)次季收入及純利增長3.4%及18.3%,至30.38億元人民幣及2.22億元人民幣,主因看到電信光纖業務持續改善。整體而言,該行看到集團供需持續趨穩,而因海外需求強勁,國內甚至出現供應短缺情況。
該行指,集團大部份生產位於湖北省,因此預期疫情反彈對次季表現影響輕微。該行下調了部份一次性營運開支估算。
該行上調集團2022至2024年各年每股盈測14%、9%及9%,反映因需求好過預期及產品組合改善,料收入及利潤率上升,目標價由13.6元上調至17.8元,維持評級「跑贏大市」。
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