《大行報告》花旗:比亞迪電子(00285.HK)次季業績有驚喜 料股價反應正面
花旗發表研究報告指出,比亞迪電子(00285.HK)發盈喜料上半年純利按年增長115%至146%,至13.63億至15.59億元人民幣,以中位數計較該行及市場預期高出18%及27%,意味著第二季純利介乎9.04億至11億元人民幣,按年增長99%至142%,按季升97%至140%,以中位數計較該行及市場預期高出28%及45%。公司將有關改善歸因於主要客戶份額提升、新能源車和智能產品業務增長、產能利用率和產品結構提升。
該行相信,在比亞迪電子業績好過預期的情況下,將增強投資者信心,料股價反應正面。該行維持對比亞迪電子正面看法,料其汽車業務(ADAS,熱能管理系統以及底盤方面)以及與華為的發展,有望成為推動下半年股價進一步上升的催化劑。該行對公司目標價為26元,評級「買入」。
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