大行評級丨大和:上調雅迪目標價至16港元 評級升至“買入”
大和發表報吿,將雅迪評級由“持有”升至“買入” 目標價由10港元上調至16港元,將2025年目標市盈率由11倍調高至14倍,以考慮其在鋰離子電池(LiB)更換趨勢和以舊換新補貼支持下的銷售增長動力。報吿指,由於更換需求前景樂觀,上調雅迪2024至2026年收入預測,並將毛利率預測上調1%,原因是主要組件的自家供應可能增加。
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