中金:维持耐世特“跑赢行业”评级 上调目标价至7.2港元

新浪网
20 Mar

中金发布研报称,看好公司毛利率回升,基本维持耐世特2025年净利润预测,首次引入2026年净利润2.3亿美元。当前股价对应10x25EP/E。维持跑赢行业评级,汽车智能化板块热度高、公司基本面改善、提高付息比例,上调目标价90%至7.2港元,对应13x25EP/E。该行称公司2024年业绩符合市场预期,公司实现营业收入42.8亿美元,同比+1.6%;归母净利润6172万美元,同比+68%。对应...

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