【大行评级|交银国际:上调华虹半导体目标价至37港元 次季收入指引符合预期】交银国际发表研究报告指,管理层指引华虹半导体今年次季收入指引介乎5.5亿至5.7亿美元,符合预期;毛利率指引介乎7%至9%,中位数8%较上季下降,低于该行预期。华虹九厂从今年首季开始贡献产能,该行料首季共新增1万片12英寸月产能。该行将华虹半导体的目标价由32港元上调至37港元,维持“买入”评级;另对其今明两年收入预测分别由23.5亿及28亿元下调至22.9亿及27.7亿元,毛利率预测由13.1%及16.9%降至9.2%及14.9%。

金融界
13 May
交银国际发表研究报告指,管理层指引华虹半导体今年次季收入指引介乎5.5亿至5.7亿美元,符合预期;毛利率指引介乎7%至9%,中位数8%较上季下降,低于该行预期。华虹九厂从今年首季开始贡献产能,该行料首季共新增1万片12英寸月产能。该行将华虹半导体的目标价由32港元上调至37港元,维持“买入”评级;另对其今明两年收入预测分别由23.5亿及28亿元下调至22.9亿及27.7亿元,毛利率预测由13.1%及16.9%降至9.2%及14.9%。

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