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研究员 推荐股票 所属行业 起评日* 起评价* 目标价 目标空间
(相对现价)
20日短线评测 60日中线评测 推荐
理由
发布机构
最高价* 最高涨幅 结果 最高价* 最高涨幅 结果
大华股份 电子元器件行业 2017-08-02 23.95 29.68 67.86% 26.60 11.06%
30.69 28.14%
详细
Dahua announced 1H17 prelim results on 25 July, revenue/NI of Rmb7.5 bn/Rmb983 mn (up 51%/39% YoY) were 12%/4% above our prior estimates, due to stronger sales in both China and overseas, in our view. 2Q17 single quarter revenue/NI grew 52%/41% YoY. Although we already held a bullish view on Dahua's share gain momentum (in both China and overseas), we see multiple/even better positive signals from the results and recent business developments. Solution wins in high-end and improving margins in channels are bright spots for the domestic market, while own brand sales in developing countries are major driver for overseas. We see major solution project wins in China, sales reaccelerating overseas, better visibility on the PPP business model, and solid quarterly earnings as major stock price catalysts. We raise 2017-19E EPS by 13%-17% for higher revenues. Our new target price of Rmb30.7 (vs Rmb20.50) is based on updated sector average P/E of 23x (from 20x) with EPS base rolling over half year. Maintain OUTPERFORM.
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*说明:

1、“起评日”指研报发布后的第一个交易日;“起评价”指研报发布当日的开盘价;“最高价”指从起评日开始,评测期内的最高价。
2、以“起评价”为基准,20日内最高价涨幅超过10%,为短线评测成功;60日内最高价涨幅超过20%,为中线评测成功。详细规则>>
3、 1短线成功数排名 1中线成功数排名 1短线成功率排名 1中线成功率排名