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《大行報告》大和升耐世特(01316.HK)評級至「買入」 目標價上調至8.7元
阿思達克 12-28 10:43
大和發表研究報告指,耐世特(01316.HK)是世界領先的汽車轉向系統供應商,公司於2017年推出線控轉向技術,目標自2024年開始商業化,預期公司的盈利能力在今年下半年至明年自今年上半年谷底持續改善。 該行指,耐世特今年首季取得歐洲20億美元的線控轉向訂單,是至今為止業內最大訂單,預期2024年起交付,估計每套系統的價格為575美元,高於公司旗下傳統的機械式轉向系統,每套為約50至400美元。 大和認為,耐世特已步入復甦軌道,第三季新業務新增訂單達10億美元,年初至今達54億美元,創下過去三年新高,預測耐世特今年下半年收入將按年增長17%至19億美元,推動全年收入達到37億美元,增長10%,因此將評級從「跑贏大市」上調至「買入」,目標價從7元上調至8.7元。
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