大行評級|交銀國際:上調華虹半導體目標價至37港元 次季收入指引符合預期
交銀國際發表研究報告指,管理層指引華虹半導體今年次季收入指引介乎5.5億至5.7億美元,符合預期;毛利率指引介乎7%至9%,中位數8%較上季下降,低於該行預期。華虹九廠從今年首季開始貢獻產能,該行料首季共新增1萬片12英吋月產能。
該行將華虹半導體的目標價由32港元上調至37港元,維持“買入”評級;另對其今明兩年收入預測分別由23.5億及28億元下調至22.9億及27.7億元,毛利率預測由13.1%及16.9%降至9.2%及14.9%。
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