《大行報告》高盛上調中興(00763.HK)目標價至29元 評級「中性」
高盛發表報告指,中興通訊(00763.HK)次季收入按年跌1%,低於該行預期6%,主要是企業及客戶銷售增長較預期弱;毛利率持續強勁,按年擴6個百分點至42%,高於該行預期3個百分點;基於非營運收益及稅率較低,次季純利按年升20%,高於該行預期16%。報告稱,即使次季面對宏觀挑戰,中興仍能有效控制成本及在電訊板塊擴大終端產品銷售。
該行表示,踏入下半年,公司將會繼續受益資本支出的上升,尤其在計算基礎設施方面,並保持在電訊客戶服務器及儲存領域的領先地位。該行將公司在2023年至25年純利預測上調介乎4%至14%,並將其目標價由27.8元上調至29元,維持其評級為「中性」。
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