《大行報告》高盛上調華虹(01347.HK)目標價至35.2元 評級「買入」
高盛發表評級報告表示,模擬(analog)和電源管理(PMIC)是華虹半導體(01347.HK)的主要增長動力,該行調查顯示,受本地顧客需求增加、以及涵蓋自動化電子、工業控制、能源及電池管理等終端市場推動下,相關業務有穩健增長。
該行預料,華虹的模擬和電源管理收入在明年及2024年分別增6%及12%,公司轉向生產12英吋晶圓將有助擴大其規模,及改善模擬和電源管理能力。
該行將公司在2023至2028年的各年收入增長預測分別上調2%、5%、6%、6%、6%以及5%,並其目標價由31.1元上調至35.2元,維持其評級為「買入」。(ca/u)
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