Core Viewpoint - UBS report indicates that the company, Nexperia, achieved a 6.8% year-on-year revenue growth to $2.2 billion in the first half of the year, with net profit significantly increasing to $63.5 million [1] Financial Performance - The EBITDA margin expanded to 10.3%, driven by economies of scale and improved operational efficiency [1] - The company secured $1.5 billion in new orders during the first half, with 39% coming from Chinese automotive companies [1] Future Outlook - The company has set a target of $5 billion in new orders for the entire year, anticipating an increase in orders related to steer-by-wire technology in the second half [1] - UBS has raised its earnings forecasts for 2025-2027 and increased the target price from HKD 7.8 to HKD 8.7, maintaining a "Buy" rating [1]
瑞银：上调耐世特目标价至8.7港元