Tiger Brokers

【大行评级｜星展：上调耐世特目标价至7.5港元 维持“买入”评级】星展发表研究报告指，耐世特去年业绩因为较高的税务开支而不如预期，不过毛利因为北美业务重组及内地增长而呈复苏。去年赢得新业务稳定于60亿美元，包括线控转向(steer-by-wire)技术。该行下调对其今明两年盈测各13%，不过EBITDA利润率复苏料如期推进。该行将目标价由4.5港元上调至7.5港元，维持“买入”评级。星展预计，公司2024年至2026年的收入及盈利增长之年均复合增长率分别达5%及50%，高于同业。另外，该行料其今年EBITDA利润率改善至逾10%，主要受到亚太区持续增长以及北美重组。

金融界
24 Mar
星展发表研究报告指，耐世特去年业绩因为较高的税务开支而不如预期，不过毛利因为北美业务重组及内地增长而呈复苏。去年赢得新业务稳定于60亿美元，包括线控转向(steer-by-wire)技术。该行下调对其今明两年盈测各13%，不过EBITDA利润率复苏料如期推进。该行将目标价由4.5港元上调至7.5港元，维持“买入”评级。星展预计，公司2024年至2026年的收入及盈利增长之年均复合增长率分别达5%及50%，高于同业。另外，该行料其今年EBITDA利润率改善至逾10%，主要受到亚太区持续增长以及北美重组。

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