摩根士丹利研究报告指，对耐世特(01316.HK) 今明两年的收入预测大致维持不变，分别为46亿及48亿美元。考虑到欧洲、中东、非洲与南亚地区(EMEASA)的利润率复苏，以及亚太区因中国车企新项目量产带来的营运杠杆提升，该行上调2025至26年毛利率预测，并下调营运开支预测。因此，该行将耐世特今明两年的每股盈利预测上调8%至11%。目标价由5.5元升至6.3元，予“与大市同步”评级。(ss/j)...
Source Link摩根士丹利研究报告指，对耐世特(01316.HK) 今明两年的收入预测大致维持不变，分别为46亿及48亿美元。考虑到欧洲、中东、非洲与南亚地区(EMEASA)的利润率复苏，以及亚太区因中国车企新项目量产带来的营运杠杆提升，该行上调2025至26年毛利率预测，并下调营运开支预测。因此，该行将耐世特今明两年的每股盈利预测上调8%至11%。目标价由5.5元升至6.3元，予“与大市同步”评级。(ss/j)...
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