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《大行報告》花旗:對偉易達(00303.HK)2022財年前景更具信心 重申「買入」評級
阿思達克 05-21 14:52
花旗發表研究報告表示,與偉易達(00303.HK)管理層洽談後,對公司截至明年3月底止2022財年前景更具信心,預期在各項業務積壓訂單量龐大;新產品受客戶歡迎;線上銷售比例提升;以及派息穩定等因素支持下,2022財年收入料將增長7%,盈利則持平。

該行指,2022財年要關注的風險因素包括人民幣走強、半導體與LCD顯示屏短缺以及大宗商品成本提升等,預期如果偉易達可減輕成本上漲的影響,未來利潤仍有上升空間。

花旗又提醒,由於大宗商品成本上升,預期2022財年毛利率將下降1個百分點至29.6%,基於2022財年預測市盈率12倍,給予目標價84元,重申「買入」評級,預期2022財年股息率將達到8.5%以上。

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