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《大行報告》瑞信升比亞迪電子(00285.HK)評級至「中性」 目標價上調至19.7元
阿思達克 10-31 10:58
瑞信發表評級報告指,比亞迪電子(00285.HK)今年第三季純利5.76億元人民幣,接近近期投資者預期,首九個月收入及純利分別達致全年市場預測的71%及60%。 該行指,經過三個季度的下跌後,毛利率於第三季改善,按季增1.3個百分點,料整家公司已走出最壞時刻,或主要是因其蘋果業務負載量改善,且汽車或智能產品業務呈持續增長;而毛利率按年跌0.7個百分點,反映出Android表現疲軟、持續防疫措施影響整體生產效率、以及需求疲軟。 瑞信表示,將公司今年至2024年各年盈測分別下調10%、5%及3%,反映下調Android收入及毛利率預測;其目標價由13.1元上調至19.7元,其評級則由「跑輸大市」升至「中性」。
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