《大行報告》瑞銀上調敏實集團(00425.HK)目標價至28.8元 評級「買入」
瑞銀髮表報告指,敏實集團(00425.HK)上半年業績勝市場預期,將2022至2024年盈利預測提高1至3%,並將目標價由27元提高到28.8元,維持評級「買入」。
報告指,管理層指引下半年收入和淨利潤按年增長30%,因爲隨着新訂單開展,預計下半年電池盒業務將達到10至15億人民幣;公司已經與OEM客戶協商一些一次性回扣,以轉嫁原材料價格的上漲;鋁價在第三季度下降到每噸17,500至19,000元人民幣,接近2021年的同期水平;今年NEV相關業務的收入貢獻預計將達到27%,去年爲14%。該行預計電池盒業務在2022至2025年的收入複合增長率爲50%。
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