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《大行報告》大摩相信敏實(00425.HK)股價15日內將升 評級「增持」
阿思達克 11-17 10:01
大摩發表報告,相信敏實(00425.HK)股價15日內將上升,發生機率為60%至70%,予「增持」評級,目標價44元。 報告指,敏實今年以來股價表現較同業跑輸10%至20%,隨著芯片短缺情況改善和貿易緊張局勢可能緩解的有利消息,有望追落後。此外,鋁價自10月中高位以來已經調整15%,亦將支持敏實的利潤率持續恢復到2022年,有利市場投資情緒。
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