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《大行報告》瑞信上調德昌(00179.HK)目標價至9.45元 評級「中性」
阿思達克 01-17 11:19
瑞信發表報告指,德昌電機(00179.HK)公布截至去年12月31日止第三財季收入按年增長7%至9.04億美元,符合該行預期。季度汽車產品組別營業額按年升12%,當中汽車產品組別首三季營業額表現跑贏同期輕型汽車行業產量。 展望未來,該行預計汽車產品組別今年上半年收入增長勢頭將保持強勁,雖然市場對歐美地區的衰退風險普遍感到擔心,但由於零部件短缺和大宗商品價格飆升,汽車產量自2020年以來已經處於收縮水平,因此該行估計未來歐美市場銷量將增長5%及8%。 該行將德昌2023至2025財年盈利預測上調3%至5%,目標價由9元升至9.45元,評級為「中性」。
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