《大行報告》瑞信微降德昌(00179.HK)目標價至23元 評級「跑贏大市」
瑞信發表報告,指德昌電機控股(00179.HK)上半財年凈利潤按年下降7.2%至9,300萬美元,略遜預期,主要因為營業利潤率按年下降2.1個百分點至7%低於預期,影響因素包括原材料成本上升,芯片短缺導致汽車製造商的生產計劃中斷,以及疫情相關補貼和一次性成本節約措施大幅減少。
瑞信將德昌2021至2023財年的每股盈利預測下調5.8%至9%,並降低利潤率假設,從而將目標價由23.2元微降至23元,評級「跑贏大市」。
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