《大行報告》麥格理降華虹(01347.HK)評級至「跑輸大市」 削目標價至18.84元
麥格理發表報告指,華虹(01347.HK)第三季指引疲軟,料收入按季和按年均下降8%。毛利率增長率將由第二季27.7%降至17%。
該行認為,產品組合拖累利潤率前景疲軟,因為高利潤率8英寸晶圓產品收入貢獻下降,低利潤率12英寸晶圓產品收入貢獻增加。
麥格理對該股評級由「跑贏大市」下調至「跑輸大市」,目標價由46.98元降至18.84元。今明兩年淨利潤預測分別下調23%和36%,後年預測大致不變。
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