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高盛:予中芯(0981.HK)“買入”評級 目標價11.5港元
格隆匯 11-13 11:59
高盛發表報告表示,中芯國際(0981.HK) 公佈今年第三季業績、對第四季管理層指引強於預期,確認了該行看好公司前景觀點,上季收入強勁主要受到內地客户(按季升10%),以及客户應用(按季升16%),已包括閃存芯片等產品,而公司予第四季指引季度收入環比增加2%至4%,高於該行及市場同業原預期各4%及2%,而公司今季指引指及不含阿韋紮諾200mm晶圓廠環比增加4%至6%。
該行指,中芯國際第四季毛利率指引介於23%至25%的範圍內,優於該行及市場同業原先預期18.5%及19%。該行指中芯“ 買入 ”投資評級及目標價11.5港元。

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