中金:予比亚迪电子 (00285)“跑赢行业” 评级 升目标价 23% 至 53 港元

智通财经 · 2020-10-18
智通财经 APP 获悉,中金发布研究报告,予比亚迪电子(00285)“跑赢行业” 评级,上调目标价 23% 至 53.0 港元,对应 25 倍 2021 年市盈率,称主要考虑苹果上月公布了最新款的 iPad,2020 年下半年比亚迪成为主要供应商之一。此外,中金预计,若海外出现第二波疫情,或推动口罩业务贡献持续时间超预期,提振公司 2020 年 4 季度盈利。比亚迪电子近日发布盈利预喜,预计 2020 年 1-3 季度盈利将增长不少于 320% 至 43.09 亿元,对应 3 季度单季盈利将增长不少于 307% 至 18.39 亿元,好于市场预期。比亚迪电子认为盈利显著增长主要受益于公司在主要客户市场份额增长。此外,医用口罩业务也推动了公司销售和利润增长。中金维持 2020-2021 年盈利预测不变。目前,比亚迪电子交易于 14.9 倍和 20.2 倍 2020-2021 年市盈率。

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