You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》野村升華虹半導體(01347.HK)評級至「買入」 目標價下調至29元
野村發表研究報告指,華虹半導體(01347.HK)第三季業績超出該行及市場預期,產品均價及毛利率都有所改善,第四季增長指引雖按季持平,但仍較同業優勝,預期華虹A股上市計劃將成為最大股價催化劑。 該行表示,中芯國際(00981.HK)在其A股上市前一個半月股價累計上漲111%,上海復旦(01385.HK)股價則在A股上市前三個月內上升約兩倍。憧憬華虹A股上市將在未來兩至三個月內獲批,加上公司股價已從2021年2月的高位回調64%,野村認為2023年的周期性風險及對地緣政治的擔憂已充分反映。 另外,野村預期美國出口管制措施將不影響華虹的營運及產能擴張計劃,因此將投資評級由「中性」上調至「買入」,並將2022至2023財年每股盈利預測上調16%及18%,惟降以預測市賬率計估值基礎,由1.2倍降至1.1倍,目標價由30元下調至29元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account