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《大行報告》美銀證券削中軟國際(00354.HK)目標價至6.8元 料最壞已過重申「買入」評級
阿思達克 09-04 13:56
美銀證券發表報告表示,中軟國際(00354.HK)上半年業績勝預期,對公司前景更趨正面;當中客戶需求方面於上半年已見底,料收入會持續錄得復甦,相信最壞時期已過去,而自上半年毛利率按半年改善2.5個百分點後,利潤率壓力應可舒緩。 報告又指,如果中軟主要客戶華為在智能手機業務上取得更大進展,將會進一步推動集團收入增長。該行將其2023至2025年度每股盈利預測各下調約51%,目標價由10.25元削至6.8元,重申「買入」評級,認為公司業務潛在復甦及估值吸引。(ca/s) ~
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