Tiger Brokers

小摩：上调高伟电子(01415.HK)目标价至48港元 维持“增持”评级

智通财经
Aug 19
【小摩：上调高伟电子(01415.HK)目标价至48港元 维持“增持”评级】智通财经APP获悉，摩根大通发布研报称，高伟电子(01415.HK)上半年纯利年度同比上升33%，较该行预期高出17%，受惠苹果产品订单优于预期及良率效率改善。该行认为市场对潜在需求疲弱及价格压力的担忧已充分反映，考虑到公司市占率提升及效率改善为盈利关键驱动力，预期2026及2027年盈利年度同比增长28%及15%。目前股价仅相当于2026年预测市盈率10倍，较历史平均水平低40%，料强劲盈利增长将支持估值重评，维持“增持”评级，目标价由44港元上调至48港元。摩根大通指出，高伟电子股价年初至今跌9%(恒指同期跌1%)，主要反映投资者对潜在需求疲弱及降价压力的担忧。该行认为在需求具韧性、市占率持续提升及估值不高的支持下，风险回报吸引。

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