研報掘金丨華泰證券:首予TCL電子“買入”評級 看好公司繼續佔領中高端電視市場份額
華泰證券發表報吿,首次覆蓋TCL電子,給予“買入”評級,目標價為7.68港元。該行認為,TCL為全球電視龍頭,看好公司繼續佔領全球中高端電視市場份額,進而提升海外電視業務盈利能力,加上公司持續對內經營優化,長期盈利能力提升有看點,有望能持續兑現股權激勵淨利增長目標。報吿提到,公司深度的渠道能力加上不斷強化的海外本土化佈局,電視產業全球逐步提升產品力,或能加速突破中高端市場,進而改善公司海外毛利率水平。同時,公司對內優化費用投入及經營質量,有望繼續提升精細化管理及盈利能力。華泰證券預計TCL電子在2024年至2026年歸屬母公司淨利分別為12.3億、16.1億及19.3億港元,按年分別上升65%、31%及20%。
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