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《大行報告》中金升鴻騰精密(06088.HK)評級至「跑贏行業」 目標價上調至2.2元
阿思達克 03-21 14:30
中金髮表報告,指鴻騰精密(06088.HK)去年毛利率達16.9%,超出市場預期0.95個百分點。考慮其盈利水平逐步復甦,加上汽車電子業務擴張有序,上調其投資評級至「跑贏行業」,上調目標價44.7%至2.2港元,對應今明兩年預測市盈率分別10.5及9.7倍。該行維持公司2023年盈利預測1.95億美元,同時引入2024年盈測2.15億美元。 報告解釋,上調評級主因智能手機業務整體表現穩健,伴隨着2023年北美大客戶充電線材接口的潛在更迭,認爲新產品或在單價端略有提升,基於鴻騰較爲穩固的市場份額,預計其智能手機業務今年按年增9%至13.8億美元。 中金補充,汽車電子業務持續構築公司第二成長曲線,預計其汽車電子業務今明兩年將陸續實現放量。
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