《大行報告》大和下調中芯(00981.HK)目標價至21.5元 評級「持有」
大和發表報告,將中芯(00981.HK)今年的每股盈利預測提高26%,以反映樂觀的指引,但由於對庫存的擔憂,保持2023年每股盈利預測不變,這將導致盈利勢頭減弱。目標價由23元下調至21.5元,維持「持有」評級。
大和指,中芯去年第四季度業績勝預期,今年第一季度指引亦都強勁,並預計全年的收入增長將超過代工行業的平均水平,利潤率將擴大。由於其價格上漲和中國的本土化趨勢,該行提高了對今年的預測。然而,該行仍擔憂全行業的庫存問題,高折舊負擔和實體清單的連續性,因此維持「持有」評級。台積電是該行首選的代工企業。
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