《大行報告》麥格理降中芯(00981.HK)目標價至29.94元 評級「跑贏大市」
麥格理發表報告,由於成本結構、產能時機和價格上漲的小幅變化,將中芯國際(00981.HK)2022-2024年的淨收入預測調整,變幅介乎下調2%至上調2%。該行將中芯目標價由45.91元下調至29.94元,相當於16倍的2023年預測市盈率,維持評級「跑贏大市」。
該行表示,由於科技行業評級更廣泛地被下調,且中芯國際停留在美國制裁名單上的期限沒有進一步明確進度,提升了美國對設備限制增加的風險,相信中芯估值短期可能會受壓。
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