You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》招銀國際升比亞迪電子(00285.HK)目標價至45.86元 市場對其過度憂慮
阿思達克 01-25 16:53
招銀國際發表報告指出,比亞迪電子(00285.HK)近期股價顯着下跌,反映市場對於智能手機需求復甦、新能源車定價壓力及捷普(Jabil)業務不確定性的憂慮。然而,該行本週與比亞迪電子管理層討論後,對華爲的捲土重來仍持正面看法,預期Android市場復甦和鈦合金升級,將對公司今年上半年出貨量及產品均價帶來正面影響。 該行引述比亞迪電子管理層預期,今年新能源車業務將實現高速增長,主要由於新產品的增加、奪得母企訂單與新的國內及海外訂單。此外,收購捷普將在今年起產生銷售協同效應。 招銀國際將比亞迪電子今明兩年的每股盈利預測上調8%至15%,以反映捷普的業務整合、更高的財務開支及華爲的影響。該行指比亞迪電子現價相當於2024年預測市盈率11.6倍,具吸引力。對其目標價由43.22元上調至45.86元,維持「買入」評級,認爲市場對公司過度憂慮。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account