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華虹(01347.HK)逆升逾4% 績後獲大摩升價及高盛維持看好
科指反覆兩連吐,高低見4,356/4,246,現報4,297,反覆續吐0.8%。此外,費城半導體指數昨晚續升2.1%。 華虹半導體(01347.HK)績後獲大摩上調目標價至38元,高盛也重申華虹「買入」評級及目標價35.2元,以反映公司首季收入和毛利指引勝預期。該股今早重越10天及20天線,最高見32.2元,現報31.75元,逆升4.1%,暫為最強科指成份股;成交已有549萬股。 華虹去年純利按年升72%至4.5億美元(下同),每股盈利0.345元,維持不派息。期內,總營收按年升約52%至24.75億元,創紀錄高。單計去年末季,華虹純利按年升19%至1.59億元,毛利率按年升5.7個百分點至38.2%,營收按年升19%至6.3億元。公司預計今年首季銷售收入約6.3億元,毛利率介乎32%-34%。
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