花旗:予高偉電子(1415.HK)買入評級 目標價5.1港元
花旗發表研究報告指,高偉電子(1415.HK)派發特別息改善股東回報,由於新iPhone手機週期,給予買入評級,目標價5.1港元。
高偉電子宣佈派發特別息,同時可見公司有更佳的企業管治,以及受惠於蘋果公司新款iPhone 12前置鏡頭模組供應領先地位。
另外,根據該行分析指,新款iPhone 12 5G手機前置鏡頭更為複雜,為包括高偉電子在內的前置鏡頭模組供應商,形成更高的技術壁壘。花旗蘋果分析員亦預測,12月止季度iPhone 12出貨量為5900萬部;明年首2季則為9100萬部。

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