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《大行報告》麥格理升比亞迪電子(00285.HK)目標價至48.45元 上調盈測
阿思達克 09-12 10:11
麥格理發表報告,預料比亞迪電子(00285.HK)在iPad裝配份額上的增速較預期快;受惠更多汽車高利潤產品組合及比亞迪交付量提升所推動,新能源汽車零部件收入將逾倍升;及由於可再充電能量儲存系統(RESS)在歐洲滲透率有所增加,將持續在下半年及明年期間推動其利潤強勁增長。 該行將iPhone及iPad機殼製造商Jabil(捷普)收購案視為協同效應,相信集團可迅速地在亞洲提升蘋果供應鏈的價值份額。此外,亦預期集團Android相關業務收入或按半年改善,主要由更多金屬殼項目所推動。 該行將公司今年、明年及2025年純利預測上調28%、8%及12%,目標價由36.7元上調至48.45元,維持評級「跑贏大市」。(ca/k) ~
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