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《大行报告》瑞信升比亚迪电子(00285.HK)评级至「中性」 目标价上调至19.7元
阿思达克 10-31 10:58
瑞信发表评级报告指,比亚迪电子(00285.HK)今年第三季纯利5.76亿元人民币,接近近期投资者预期,首九个月收入及纯利分别达致全年市场预测的71%及60%。 该行指,经过三个季度的下跌后,毛利率于第三季改善,按季增1.3个百分点,料整家公司已走出最坏时刻,或主要是因其苹果业务负载量改善,且汽车或智能产品业务呈持续增长;而毛利率按年跌0.7个百分点,反映出Android表现疲软、持续防疫措施影响整体生产效率、以及需求疲软。 瑞信表示,将公司今年至2024年各年盈测分别下调10%、5%及3%,反映下调Android收入及毛利率预测;其目标价由13.1元上调至19.7元,其评级则由「跑输大市」升至「中性」。
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