大行評級|大和:上調中芯國際目標價至17港元 維持“持有”評級
大和發表報吿指,中芯國際第二季業績及第三季指引出乎意料地超出市場預期,主要受惠預先構建的需求及地緣政治的定價能力。第二季收入按季增長9%,高於公司按季增長5至7%的指引目標。該行將目標價由16港元升至17港元,同時上調今明兩年每股盈利預測,部分原因是中芯第一季徘徊在盈虧平衡附近,基數較低,但維持“持有”評級,因為對其折舊負擔和不確定的地緣政治仍有憂慮。
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