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《大行報告》中金升TCL電子(01070.HK)目標價46%至6.7元 評級「跑贏行業」
阿思達克 08-22 15:23
中金發表研究報告指,TCL電子(01070.HK)上半年收入按年下跌3.6%,純利跌幅達76.1%;撇除期內投資收益,可比口徑業績符合預期。 該行指出,現時電視行業正面對高基數、高庫存及高通脹壓力,行業數據顯示上半年全球電視出貨量按年跌7.8%,中國出貨量跌1.4%。TCL電子上半年電視銷量按年跌9.9%,其中次季跌幅按季收窄9.6個百分點至5.1%,上半年中國銷量更逆市升1.1%。 中金預期,面板價格下行有助於提升盈利彈性,長期看好互聯網及創新業務的利潤貢獻提升,同時憧憬旗下業內首款雙目全彩Micro LED全息光波導AR眼鏡近期有望上市。 該行維持對TCL電子今明兩年盈利預測不變,並維持「跑贏行業」評級,由於市場預期面板價格下降、公司利潤有提升空間,以及光伏業務前景向好,料帶動估值上行,將目標價上調46%至6.7元。
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