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花旗: 重申高偉電子(1415.HK)“買入”評級 料年度溢利將明顯改善
格隆匯 12-18 16:45

花旗發佈報告稱, 高偉電子(01415.HK)昨日(17日)發盈喜,預期截今年12月底止年度溢利將明顯改善。基於集團訂單穩定及產量處上升週期,重申對其“買入”評級,目標價2.1港元。

該行認為,集團發盈喜主要是由於蘋果公司在下半年的訂單穩健、大規模生產及研發工作令產量改善,以及取得主要對手的市場份額。展望未來,預計集團明年上半年的產量及利潤會提升,並預計下半年測試新型號之前,會有更多產品出貨。另外,集團預期盈利改善的原因主要是美國客户的相機模組的銷售見增長、今年下半年新模組的產量提高,以及成本管理更有效。

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