《大行報告》美銀證券升耐世特(01316.HK)目標價至6.1元 評級「跑輸大市」
美銀證券發表報告指,考慮到上半年耐世特(01316.HK)收入增長較高,而且由於生產前景更加樂觀,預計下半年北美洲收入將較上半年增長7%。不過,由於半導體供應仍然緊張,北美洲的情況仍然不穩定。
該行對耐世特2022至2024年收入預測分別提高11%、10%、9%,主要由北美洲和對EMEASA(歐洲/中東/非洲/南美洲)更高預測所推動。同期毛利率預測分別降低1.3、0.7、0.9個百分點,因為認為毛利率改善速度可能比預期慢。同期淨利潤預測就分別提高3%、4%、1%。目標價由5.8元升至6.1元,評級「跑輸大市」。
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