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《大行報告》富瑞上調中興(00763.HK)目標價至37.25元 評級「買入」
阿思達克 06-27 11:08
富瑞發表研究報告指,雖然中興通訊(00763.HK)股價年初至今上升約63%,但在電信資本支出下降速度較預期慢、電信設備、服務器和消費終端市場份額增長,以及公司毛利率提升和嚴格控制營運開支等因素下,預期股價仍有進一步上升空間,給予「買入」評級。 富瑞相應將2023至2026年收入預測上調,並基於今年預測市盈率約16倍,將目標價由32.43元調升至37.25元。 該行預期中興將間接受惠於人工智能發展,成為投資者追求人工智能和雲端遷移的較低風險選擇,又指公司的毛利率在行業良性競爭下有提升空間,對其經營充滿信心,現時2023至2025年純利預測較市場普遍預期高5%至17%。
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