Core Viewpoint - Morgan Stanley maintains its revenue forecast for Nexperia for the next two years at approximately $4.6 billion and $4.8 billion respectively, while adjusting its gross margin and operating expense predictions for 2025-2026 [1] Group 1: Revenue and Profitability - The revenue forecast for Nexperia remains unchanged at $4.6 billion for this year and $4.8 billion for next year [1] - The profit margin recovery in the EMEASA region and operational leverage improvements in the Asia-Pacific region due to new project ramp-ups by Chinese automotive companies are key factors influencing the outlook [1] Group 2: Earnings and Target Price - The earnings per share forecast for Nexperia has been raised by 8% to 11% for the next two years [1] - The target price for Nexperia has been increased from HKD 5.5 to HKD 6.3, with a rating of "in line with the market" [1]
大行评级｜大摩：上调耐世特目标价至6.3港元 上调今明两年盈利预测