瑞信维持通达(0698.HK)评级“跑赢大市”目标价0.8港元
瑞信发表报告表示,通达(00698.HK)上半年纯利高于该行预期18%,主因毛利和非经营收入理想,虽然期内收入下跌6%,主因智能电话市场和竞争加剧,抵销其於三星和Vivo的市占率上升因素。

该行表示,通达维持今年智能电话出货量1.4亿、及明年1.8亿至2亿出货量预期,主因仿玻璃壳的采用增加,及公司市占率增加,相信占比可於今年升至出货量的70%,及明年的75-80%,相等于50%的增长。
瑞信称,调整通达於2019至2020年盈利预期,以反映对仿玻璃壳的前景和市占率,但降其毛利预期,目标价由1.1港元降至0.8港元,维持“跑赢大市”评级。
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