《大行》花旗削耐世特(01316.HK)今明两年盈测20%至31% 目标价降至7.2元

阿斯达克财经
Yesterday

花旗发表研究报告指,与耐世特(01316.HK) 管理层今天(26日)举行了更新会议,管理层预期今年将再创收入新高,增长率将较市场高出200至300个基点,主要由亚太区引领;利润率将进一步提升,亚太区利润率料维持介乎16%至17%。管理层预期,电子机械制动(EMB)将于今年底投产,并于年内获得合约,而线控转向(SBw)业务将于2026年开始贡献显著收入,自由现金流强劲。但考虑到对乘用车市场的较保守...

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