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《大行報告》華興證券升華虹(01347.HK)評級至「持有」 目標價上調至19.5元
阿思達克 01-15 10:26
華興證券發表報告,認為華虹(01347.HK)半導體率先降價之舉將有望提高今年首季晶圓出貨量以及銷售收入,又認為華虹半導體在上交所科創板上市所募的資金有助於緩衝公司的利潤端壓力,彌補暫時經營虧損,從而將淨虧損控制於上季。 該行預計,華虹半導體今年首季毛利率按季提升,將今年毛利率預測由8.6%上調至11.4%,故大幅上調今年每股收益預測。該行又指,考慮到預計華虹半導體登陸上交所科創板後,其淨資產收益率ROE將在低單位數水平,故將其目標價由16.5元上調至19.5元,其評級由「賣出」升至「持有」,因預計公司率先降價將成功提振需求彈性。(ca/k) ~
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