《大行報告》美銀證券升華虹(01347.HK)目標價至40元 評級「買入」
美銀證券發表報告指,華虹(01347.HK)上季純利達1.59億美元,分別較該行及市場預測高出8%及32%,主因由毛利率提升及嚴格的運營支出所帶動。
展望今年首季,公司指引其收入按季持平,其毛利率則達32%至34%,而管理層預計基於季節性,首季或會迎來低谷,同時額外的30kwpm會為今年下半年或第四季作出更多重要的貢獻。該行表示,將公司在2023年至24年盈利預測上調3%至4%,並將其目標價上調至40元,重申「買入」評級。(ca/s)
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