瑞银:予华虹半导体(01347)“沽售”评级 目标价削51.5%至16港元
瑞银发布研究报告称,予华虹半导体(01347)“沽售”评级,下调2023年每股盈利预测11%,主因需求不确定性上升及2023年后代工产能紧张缓解时,定价环境的支持性减弱,目标价由33港元降至16港元。
报告中称,公司今年下半年产能利用率或将小幅下降至93%,而今年第一季产能则超100%,另由于对2023年后续代工供需正常化的担忧,预计价格将面临下行风险,并认为毛利率可能面临12英寸晶圆厂扩张所带来的折旧回升压力,预计将从今年27.5%收缩至2023年21%。
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