《大行》中銀國際升耐世特(01316.HK)目標價至5.5元 料中期收入按年升7%至8%
中銀國際發表研究報告指,預計耐世特(01316.HK)中期收入按年增加7%至8%,達22.5億美元,主要受惠於亞太地區銷售額激增,以及非亞太地區業務的需求中斷情況較預期遜色,預計期內淨利潤介乎4,000萬至5,000萬美元。
該行提到,於今年5月,耐世特第二大股東以每股高於6元的價格減持4,900萬股,並預計其可能會在未來適當時候繼續減持股份。從基本面而言,該行料耐世特可鞏固其在全球轉向行業的領導地位,惟由於新技術的早期滲透,以及在關稅逆境下市場需求的不確定性,實質利潤釋放仍需時日。
該行認為耐世特目前的估值合理,維持「持有」評級,目標價由5.3元上調至5.5元。
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