《大行報告》瑞信下調時代電氣(03898.HK)目標價至45.5元 評級「跑贏大市」
瑞信發表報告指,時代電氣(03898.HK)由1月26日所創近期高位44.9元回調約兩成,相信主要受到對今年新能源車及相關絕緣柵雙極電晶體(IGBT)銷售和定價的憂慮等影響。
該行表示,雖然預期時代電氣去年第四季業務有所放慢,但相信情況已於股價中反映,對其今年及往後表現看法樂觀,主因集團有強勁的IGBT積壓訂單、維持產能擴張,及渠道調查顯示IGBT口碑良好等。
由於新產品線需時提升,瑞信下調時代電氣2022年至2024年各年每股盈測分別5%、6%及4%,股份目標價由46.7元降至45.5元,評級維持「跑贏大市」。
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