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《大行報告》高盛輕微上調長飛光纖(06869.HK)目標價至22.7元 評級「買入」
高盛發表報告指,長飛光纖(06869.HK)第三季收入和淨利潤分別比該行預期高9%和4%。毛利率按季持平於24.5%,比該行估計低0.7個百分點,可能是由於產品組合的原因,料第四季毛利率將保持介乎24%至25%的水平。一個需要關注的關鍵催化劑是電訊公司新的光纜採購招標,可能在年底發布,並將為明年提供定價基準。 該行認為,基於目前的供需動態,明年可能會有一些價格提升空間,有助推動明年利潤率前景。目標價由22.5元輕微上調至22.7元,評級「買入」。
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