金吾财讯 | 耐世特(01316)股价向好，最新报5.95港元，涨幅8.18%，成交额2.96亿港元。消息面上，公司公布，截至2024年12月31日止年度，公司权益持有人应占集团净利润为6170万美元，同比增加68.1%。公司权益持有人应占年度利润的每股盈利0.025美元。期内收入为42.76亿美元，同比增加1.6%。摩通表示，维持公司盈利预测基本不变，又指由于耐世特获得特斯拉(TSLA) Cybercrab的线控转向(SbW)订单，以及来自中国汽车代工商的两宗同类订单，故将其目标价由5.5港元上调至8港元，其评级由“中性”升至“增持”。该行料随着行业加快采用ADAS(高级辅助驾驶技术)及无人的士，耐世特今年将会获得更多同类订单。中金表示，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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.