《大行報告》高盛:華虹(01347.HK)次季毛利高預期 維持確信買入評級
高盛發表報告指,華虹半導體(01347.HK)今年第二季收入為6.21億美元,按年及按季分別上升79%及4%,符合該行及市場預期;至於毛利率為33.6%,高於該行預期的27.3%及市場預期的28.6%,同時亦較集團指引的28%至29%為佳,主要推動力為產品均價提高。另外,集團次季純利為8,400萬美元,高於該行預期18%,但較市場預期低4%。
高盛維持華虹半導體股份「確信買入」評級,目標價47元。
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