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《大行報告》瑞信下調丘鈦(01478.HK)目標價至12.1元 評級「跑贏大市」
阿思達克 06-22 11:03
瑞信發表的研究報告指,踏入6月第三周智能手機需求復甦仍然緩慢,主要因為疫情在多個新興國家仍然持續,早前該行預計下半年的強勁復甦將可抵銷首季的弱勢,但現時來看發生的可能性將較低。

在手機鏡頭方面,該行的渠道調查顯示丘鈦科技(01478.HK)在主要客戶方面未有流失份額,另外產品組合上亦有改善,留意到內地廠商正加快採納6,400萬像素鏡頭,相信對公司平均銷售單價提升屬正面影響。而在指紋鎖方面,公司份額有輕微流失,另外採納極薄屏下指紋鎖的比例仍較低。該行將丘鈦2020-22年每股盈測分別降9%、5%及2%,以反映出貨量較低的影響,目標價由14.1元降至12.1元,維持「跑贏大市」評級。

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