《大行報告》大和下調力勁(00558.HK)目標價至27元 評級「買入」
大和發表報告,指最近與力勁(00558.HK)進行了電話會議,公司提到現時有18億元的訂單,將在未來3個月內交付。除特斯拉(Tesla)外,另一間與特斯拉競爭並將推出混合動力電動皮卡車的美國主要原始設備製造商已與公司接觸,尋求大型壓鑄機。其他客戶包括一些中國的原始設備製造商和一級供應商,亦已經訂購了超大型壓鑄機。在巨型壓鑄機交付的帶動下,力勁目標是在2022年至2024財年實現30%的收入年複合增長率。
大和引述管理層指,最近中國幾個省份的限電措施並沒有影響到其主要的壓鑄業務,只有位於阜新的壓鑄廠受到1至2天停電的影響,因此預計壓鑄機的交付將按計劃進行。
大和重申「買入」評級,預測2022財年和2023財年的淨利潤將分別按年增長92%和39%,目標價則由30元下調至27元。
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