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麥格理:升丘鈦科技(1478.HK)目標價至15.1港元 評級“跑贏大市”
格隆匯 01-07 12:04
麥格理髮表報告表示,丘鈦科技(1478.HK) 對今年智能電話鏡頭升級、銷量及銷售額增長感到樂觀;而且隨設備製造商(OEM)的供應鏈多元化,預計今年來自主要客户的市場份額將持續增長且增加新客户。
該行上調丘鈦2019至2021年盈利預測分別19%/17%/14%,以反映盈喜及今明兩年較高手機鏡頭模組之銷售量預期。因此目標價相應由12.9港元升至15.1港元,維持“ 跑贏大市 ”評級。

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