You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金調低中芯(00981.HK)目標價至20元 重申「跑贏行業」評級
阿思達克 05-27 14:34
中金髮表報告指,中芯國際(00981.HK)今年首季營收18.42億美元,按季升16.6%,按年增66.9%;淨利潤爲4.47億美元,按季跌16.4%,按年升181.1%,符合早前業績指引。 該行引述公司管理層分析稱,今年上半年半導體產能結構性緊缺將在短期內加劇。供給端、新冠疫情和地域衝突給全球集成電路供應鏈帶來了不穩定因素。而需求端、上半年新能源汽車、顯示面板和工業領域需求增長,手機及消費電子需求疲軟但未下滑至悲觀局面。 結合公司因通脹因素上調晶圓價格可能性,以及因手機需求疲軟而遭下遊客戶砍單的可能性,中金維持中芯H股今明兩年營收75.57億及86.1億美元不變,並上調淨利潤預測12.9%及14.6%至18.3億及19.48億美元。該行同時將集團H股目標價下調至20元,重申「跑贏行業」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account