高盛:上調鴻騰精密(6088.HK)目標價至3.2港元 評級“中性”
高盛發表研究報告表示,由於收入預期上升,將鴻騰精密(6088.HK)目標價由1.81港元上調76.8%至3.2港元,由於市價與目標價上升空間有限,維持“中性”評級。
該行表示,隨着智能配件及智能家居連接設備發展,該行對公司的產品組合升級持正面態度。該行將2020-2022年的純利預期分別提高2%、12%及12%,主要是因為收入增加;收入則分別提高10%、12%及12%,主要是因為電腦和移動連接器業表現超出預期。
該行稱,鴻騰精密今年首季收入下跌6%,好於該行預期,預計全年收入負增長6%;儘管收入預期調高,但該行對其收入仍持謹慎態度,預計2020和2021年收入將出現負增長,並維持2022年收入增長5%的預期。

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