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《大行》高盛昇華虹半導體(01347.HK)目標價至53.4元 維持「中性」評級
阿思達克 08-27 10:38
高盛研究報告指,對華虹半導體(01347.HK)的長期潛力持積極看法,因國內本土化需求日益增長、高產能利用率及持續擴產計劃,以及未來計劃由40納米向28納米制程轉移。該行預期短期催化劑包括持續的產能擴張計劃,以及高產能利用率支持平均售價復甦,將可支持公司股價。然而,由於當前股價相對該行目標價已沒有上行空間,維持「中性」評級。 該行分別下調2025至2029年盈利預測33%、11%、4%、2%及2%,並上調經營開支預測8%、5%、1%、1%及1%;目標價由46.9元升至53.4元,相當預測明年市盈率45.4倍。
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