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《大行報告》高盛上調比亞迪電子(00285.HK)目標價至34.53元 評級「買入」
高盛發表研究報告指,比亞迪電子(00285.HK)首季收入按年增26%,較去年同期的5%增長為高。該行預計,集團於第二季將會增長32%,並達到上半年增長29%的預期。次季收入增長將受到智能手機補貨和集團向汽車零部件和儲能領域的新產品擴張的支持,令2023年的收入錄強勁增長及盈利恢復。 該行表示,集團首季毛利率增2.2個百分點,隨著汽車零部件的持續增長,以及Apple業務的市場份額增加和Android智能手機出貨量的恢復,更料集團的毛利率將分別在上、下半年持續復甦至6.9%及7.7%。 該行考慮到集團的季度業績,將其2023年至25年盈利預測分別上調12%、4%及3%,目標價由33.32元升至34.53元,維持「買入」評級。
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