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大摩升瑞声(2018.HK)评级至“与大市同步”目标价38港元
格隆汇 08-26 16:40
大摩发表报告指,瑞声科技(2018.HK) 第二季业绩表现逊该行及市场预期,主要因声学和射频产品毛利率差过预期所拖累,惟该行相信现价亦已反映大部份负面因素,明年盈利下跌的势头将会放缓。
基于中期业绩表现,该行下调瑞声今明两年全年盈测20%,2021年亦下调30%,评级自“ 减持 ”升级至“ 大市同步 ”,目标价维持于38港元。
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