《大行》招銀國際升比亞迪電子(00285.HK)目標價至47.37元 次季表現強勁
招銀國際研究報告指,比亞迪電子(00285.HK)次季業績穩固,收入及淨利潤分別按年增長4%及22%,受惠於高毛利的新能源汽車業務快速增長,及iPhone手機殼業務盈利能力提升,雖然手機外殼/OEM及新智能業務增長放緩。
管理層對下半年及明年指引正面,預期可摺疊iPhone帶動明年手機殼銷售按年增50%,以及今年全年汽車相關業務財年銷售按年增長35至40%等。該行對其目標價由43.22元升至47.37元,維持「買入」評級。
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