《大行報告》麥格理降丘鈦科技(01478.HK)評級至「中性」 目標價下調至11.8元
麥格理發表報告指,丘鈦科技(01478.HK)發盈喜,預期今年上半年多賺50%至90%,至介乎2.71億元至3.43億元人民幣,高於該行中位數預測21%,主要盈利推動力為鏡頭模組產品組合改善,令銷售均價提升。
該行調升集團上半年盈利預測至3.07億元人民幣,鏡頭模組銷售均價亦上調12%至38.3元人民幣(按年增長78%),至於毛利率預測調升0.4個百分點至8.7%。
不過,麥格理稱由於需求疲弱,集團亦下調今年全年鏡頭模組出貨量展望,由原先預期增長20%,降至介乎增長5%至下跌5%。
該行下調丘鈦科技股份評級,由「跑贏大市」降至「中性」,目標價由13.56元下調至11.8元,以反映貨量預測更為疲軟。
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