《大行報告》大摩上調比亞迪電子(00285.HK)目標價至38元 評級「增持」
摩根士丹利發表研究報告指,比亞迪電子(00285.HK)上月發盈喜公告,預期今年上半年純利將按年增長1.15倍至1.46倍,預示著第二季純利將達到9億至11億元人民幣,相信是自2021年以來創新高季度表現,因此將其今明兩年盈利預測相應上調29%及19%,以反映利潤率復甦步伐好過預期。
該行指出,公司業績向好主要來自於新能源汽車及及智能產品具有更好的增長潛力和更高的利潤率,帶動收入及盈利將持續增長,將目標價由30元上調至38元,對應2024年預測市盈率約20倍,維持「增持」評級。(gc/s)
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