通達集團(0698.HK)持續上漲創7個月新高 客户結構改善獲機構看好
格隆匯12月23日丨自12月初啟動上漲行情的通達集團(0698.HK)目前漲勢繼續,現報0.83港元,漲7.79%,創今年5月以來新高,此波上漲已累漲近50%,最新總市值53.8億港元。國元證券近日發報告稱,通達集團客户結構改善,三星、蘋果和vivo訂單有望持續增加;5G手機配件升級,毛利率有望改善;股價有吸引力,估值有修復空間,認為盈利有望從2020年開始重回快速增長軌道,合理估值可以2020年業績為基礎,以8~10倍PE為合理區間,建議積極關注。
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