譜瑞-KY(4966)今日僅HSBC發布績效評等報告,評價為看多,目標價為1,400元。
預估 2023年度營收約155.45億元、EPS約44.26元。
值得注意的是,HSBC評等由看空轉向看多,認為:『We previously rated Parade shares as Reduce as we focused on the YoY decline and a slow recovery in 1H23e. However, we see earnings bottoming and now focus on 2024e growth. Although the share price has surged 43% YTD on restocking we think there’s further upside given an earnings CAGR in 2023-25e of +37%, which supports a rerating. Overall, we lower our 2023e EPS forecast by 6% on a weaker 1Q23e and largely maintain our 2024e EPS forecast (14% above consensus). We raise our target PE multiple to 21x (from 10x), applied to our 2024e EPS of TWD64.83 (rolled over to 2024e), which is the 3-year trading average as we see the company passing its trough with a high 2024e earnings growth rate of 45%. We thus upgrade our rating to Buy (from Reduce). Our rounded TP of TWD1,400 implies c.27% upside.』。
想知道更多股市相關資訊,可點擊下方連結,從籌碼K線APP查詢哦!
https://www.cmoney.tw/r/2/d04n9s
發表
我的網誌