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中金:瑞声(2018.HK)业绩逊预期 下调目标价逾两成至55港元
格隆汇 08-30 14:44

中金公司表示,瑞声科技(2018.HK)今年第二季度盈利按年下跌48%,逊预期,下调其目标价21%至55港元。

中金指,步进马达摄像头上市仅一年,增速便开始下滑,是公司盈利面临下跌的主要负面因素。另外,虽然光学业务快速成长,但规模和盈利能力还太小,短期对全公司业绩影响有限,续分别下调公司今明两年盈利预测22%和19%至22亿元人民币和27亿元人民币。

中金预计,第二季度已是公司季度业绩的低点,未来几个季度将逐渐改善,但短期缺乏强劲驱动因素。

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