《大行報告》中金升比亞迪電子(00285.HK)目標價28%至38.5元 業績符預期
中金發表報告指比亞迪電子(00285.HK)上半年收入561.80億元人民幣(下同),按年增長28.58%;純利15.16億元,按年增139.15%,符合此前預告13.63億至15.59億元區間。對應次季收入298.05億元,按年增長30.95%;次季純利10.57億元,按年增長132.92%,主因業務結構優化,產能利用率提升帶來盈利能力改善,以及外匯收益。
該行稱,比亞迪電子業績符該行預期。考慮公司盈利能力改善,上調2023及2024年淨利潤預測各8.8%及5.7%,至分別30.83億及39.43億元。當前股價對應預測今明兩年市盈率各23.2倍及17.5倍。維持「跑贏行業」評級,基於對汽車電子等業務前景看好,上調目標價28.3%至38.5港元。
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