花旗:重申耐世特(01316)“买入”评级 升目标价至8港元

智通财经
20 May

智通财经APP获悉,花旗发布研报称,将耐世特(01316)2025至26年盈利预测均上调6%,并将目标价由4.2港元上调至8港元,基于0.7倍本益成长比(PEG)。该行考虑到耐世特今年首季订单量同比升60%,势头强劲,以及受电子机械制动(EMB)及线控制动产品订单的支持,收入增长符合预期,而美国关税的影响亦低于预期。该行预计公司2025至27年的净利润年均复合增长率为29%,加上集团盈利恢复势头强劲,认为应提升估值;重申“买入”评级。

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