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《大行報告》麥格理上調華虹半導體(01347.HK)目標價至47.61元 評級「跑贏大市」
阿思達克 02-15 12:07
麥格理發表報告指,華虹半導體(01347.HK)去年第四季收入按季按平,反映內地智能卡(IC)設計商的增長強勁,且市佔提高,特別是工業、汽車和電力板塊。至於季度經營利潤率亦按季由25%增至29%,高於市場預期。 該行表示,集團今年的產能料增加14%,但由於提升需時,估計收入增長會稍為放緩。 麥格理將華虹半導體股份目標價由44.46元上調7%至47.61元,評級維持「跑贏大市」,並調升其今明兩年盈利預測分別14%及24%。
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