大行評級丨花旗:上調耐世特目標價至8港元 上調2025至26年盈利預測
花旗發表研究報吿指,將耐世特2025至26年盈利預測均上調6%,並將目標價由4.2港元上調至8港元,基於0.7倍本益成長比(PEG)。該行考慮到耐世特今年首季訂單量按年升60%,勢頭強勁,以及受電子機械制動(EMB)及線控制動產品訂單的支持,收入增長符合預期,而美國關税的影響亦低於預期。該行預計公司2025至27年的淨利潤年均複合增長率為29%,加上集團盈利恢復勢頭強勁,認為應提升估值,重申“買入”評級。
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