《大行報告》大摩:中興(00763.HK)首季純利勝預期 評級「增持」
摩根士丹利發表報告指,中興(00763.HK)首季純利勝預期,但收入僅增長4.3%,認為主要是受消費電子部門拖累,因為全球智能手機出貨量在首季按年下降12%。公司強調,創新業務部門季內實現超過40%收入增長,顯示出堅實的增長勢頭。
該行相信中興營運商業務具韌性,因為主要客戶已經宣布了今年資本支出計劃,總預算按年略有增長。可以支持公司今年收入正增長。大摩維持對該股正面看法,隨著來自數據中心的收入貢獻上升,加上5G技術特許權,可以助中興把握未來新的增長機會,給予「增持」評級,目標價30元。
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