大华继显:上调耐世特(01316.HK)目标价至11.4港元 评级“买入”

智通财经
Aug 13
【大华继显:上调耐世特(01316.HK)目标价至11.4港元 评级“买入”】智通财经APP获悉,大华继显发布研报称,耐世特(01316.HK)中期收入同比增长3.9%至23.29亿美元,创新高,纯利同比增长35.2%至约8,580万美元。经调整 EBITDA利润率扩阔1个百分点至11.3%,主要受EMEASA(欧洲、中东及非洲、及东南亚)地区业务向好的带动。管理层预期今年有效税率略将低于25%,对比此前预测为33%。延展估值基础,由2026年延伸至2027年,维持目标市盈率20倍不变,目标价由8.3港元升至11.4港元,评级“买入”。

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