瑞银:上调裕元集团目标价至20.9港元 第三季盈利表现强劲并远超预期

金融界
28 Oct 2024

  瑞银发表报告指,裕元集团预期截至9月底止九个月溢利将按年增加1.4至1.45倍,至3.3亿至3.37亿美元,意味着第三季溢利为1.46亿至1.53亿美元,按年增长1.7至1.83倍,盈利表现强劲并远超出该行预期的6,900万美元,主要是由于OEM订单强劲复苏,以及产能利用率改善支持OEM业务毛利率提升。该行估计第三季净利润率应介乎7.1%至7.4%之间,第二季为4.2%。瑞银将裕元2024至2026年每股盈利预测上调14%,仍然看好OEM订单复苏及约7%的股息收益率。该行将其目标价由18.2港元升至20.9港元,维持“买入”评级。

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