《大行報告》麥格理下調華虹半導體(01347.HK)目標價至46.17元 評級「跑贏大市」
麥格理發表報告指,華虹半導體(01347.HK)今年第二季毛利率料為33.6%,表現優於市場預期的29%。而集團第三季收入指引穩定,估計按季增長1%至6.25億美元,毛利率料介乎33%至34%。
該行表示,華虹半導體管理層預期產能會維持滿產,及未見訂單減少,至於新一座的12吋晶圓廠料將於明年初開始建設,於2024年投入生產。
麥格理下調華虹半導體股份目標價,由46.96元降至46.17元,相當預測明年市盈率18倍,維持「跑贏大市」評級,並調高集團今年盈利預測12%,反映第二季及第三季毛利率好過預期,明年及2024年預測則降低1%至2%。
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