《大行報告》花旗下調德昌(00179.HK)目標價至29元 評級「買入」
花旗發表報告,指德昌電機控股(00179.HK)上半財年營業額按年增長26%至16.7億美元,好於預期,但淨利潤按年下降4%至9,670萬美元,略遜預期,因定價能力低於預期。
因此花旗在降低利潤率的假設下,將2022至2024財年各年的盈測分別下調7%、5%及1%,並將目標價由31元降至29元,維持「買入」評級,但在出口領域,該行偏好依次爲創科(00669.HK)、敏華(01999.HK)、申洲國際(02313.HK),因爲定價能力更強。
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