大和发表研究报告指,耐世特在过去数年持续降低成本及改善利润率,相信公司已自去年下半年起受惠,并预计集团未来的盈利能力将持续改善。公司预计今年总订单将达到50亿美元,其中今年上半年已获15亿美元订单,预计下半年将再获35亿美元订单。大和重申对耐世特的“跑赢大市”评级,目标价由6.8港元上调至7港元,又调升集团2026至27年的每股盈测7%至9%,以反映利润率优于预期。
大和发表研究报告指,耐世特在过去数年持续降低成本及改善利润率,相信公司已自去年下半年起受惠,并预计集团未来的盈利能力将持续改善。公司预计今年总订单将达到50亿美元,其中今年上半年已获15亿美元订单,预计下半年将再获35亿美元订单。大和重申对耐世特的“跑赢大市”评级,目标价由6.8港元上调至7港元,又调升集团2026至27年的每股盈测7%至9%,以反映利润率优于预期。
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