《大行報告》大摩上調微盟(02013.HK)目標價5.1元 評級「與大市同步」
摩根士丹利發表報告,預期微盟(02013.HK)的可比收入增長,將由去年上半年的跌6%,恢復至下半年的升12%,主要受到7月至10月的強勁訂單推動。
該行認為,集團今年業務有穩定反彈,而人手精簡和薪金調整或令今年有4億元人民幣的成本節省,基本上足以使集團於下半年達盈虧平衡。
大摩上調微盟股份目標價,由4.8元升至5.1元,評級維持「與大市同步」,認為其股價大致合理,同時下調其2022至2024年的收入預測3%至5%,反映去年第四季表現疲弱等。
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