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《大行報告》招銀國際上調比亞迪電子(00285.HK)目標價至45.3元 第三季盈利勝預期
阿思達克 10-20 12:09
招銀國際發表報告指,比亞迪電子(00285.HK)第三季盈利好過市場預期,來自華為Mate 60系列訂單勢頭強勁,將其目標價由41.98元上調至45.3元,現價相當於2023及2024年度預測市盈率分別20倍及15.9倍,屬吸引水平,維持「買入」評級﹐繼續是行業首選。 該行認為下半年華為訂單強勁及內地Android手機市場復甦,推動代工產能使用率改善,令整體盈利能力提升,華為高端型號及蘋果iPad市佔率上升,亦令公司產品組合提升,推動第四季收入增長。展望明年,收購Jabil移動電子製造業務,將取得協同效益,而擴充智能家居產品亦帶動需求增長,新能源車相關產品繼續得到母公司支持,並受惠自動駕駛的發展趨勢。
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