瑞银发布研究报告称，维持裕元集团(00551)“买入”评级，将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。目标价由18.2港元升至20.9港元。
报告中称，裕元集团预期截至9月底止九个月溢利将同比增加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，同比增长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达7.1%至7.4%之间，第二季为4.2%。
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