《大行報告》大和上調偉易達(00303.HK)目標價至85元 評級「跑贏大市」
大和發表報告表示,偉易達(00303.HK)截至今年3月底止年度純利按年上升21%至2.31億美元,高於市場預期15%,主因下半財年收益增長勝預期,錄按年升20%,以及銷售及市場推廣成本控制較好等帶動毛利率改善。且公司派息率由2020財年之70%回復至2021年度之99%。
該行預期,偉易達訂單於2022財年持續強勁,惟原材料供應上有不確定因素,以其股息收益率9%而言估值吸引,重申其「跑贏大市」評級,基於將其2022至2023年度盈利預測上調3%至7%,並加入2024年預測,目標價由63元升至85元。
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