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《大行報告》花旗下調比亞迪電子(00285.HK)目標價至26元 評級「買入」
花旗發表研究報告指,比亞迪電子(00285.HK)首季業績略好於預期,主要是由於毛利率較預期理想。而集團管理層對新興業務的強勁增長和傳統業務的復甦前景感到樂觀。 該行指,集團將通過新業務和消費者業務復甦,實現強勁的盈利增長。隨著公司公布業績,估值可能會重新估值。該股現價相當於2023年市盈率約為15倍,仍低於歷史平均水平,仍有進一步上升空間。最近的股價調整可能為投資者提供買入機會。 該行提到,總體而言,集團業績符合預期,而由於汽車業務更多的研發投入,支出可能略高於預期,將2023及24財年的盈測下調4至5%,目標價由27元下調至26元,維持對公司的「買入」評級。
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