招银国际:上调鸿腾精密目标价至4.79港元 维持“买入”评级

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28 Jan
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  近日,招银国际发表研报指,对鸿腾精密(06088)持正面看法,因公司是GB200/300服务器的主要受惠者,而AirPods在印度的生产,以及对AK集团的整合,也将推动公司今明两年的销售增长。 该行将鸿腾精密的目标价由4.38港元上调至4.79港元,预计AI服务器动能将推动重评,因高毛利的人工智能服务器/网络及汽车业务,在今明两年的销售占比中分别升至31%与32%,相对于2023年的17%大幅提升,并维持对其“买入”评级。

  FIT HON TENG(鸿腾精密)将于3月中旬披露去年第四季及全年业绩,该行料其去年收入及纯利分别为45.55亿及1.79亿美元,同比分别增长9%及39%,去年第四季收入与纯利同比增长5%及6%,至13.13亿与7,840万美元,大致符合公司指引及市场预期。

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