You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》野村升丘鈦(01478.HK)評級至「買入」 上調目標價至12元
阿思達克 11-18 10:08
野村發表研究報告,指出由於丘鈦(01478.HK)目前估值存在重大折讓,因此將其投資評級上調至「買入」,目標價由原來的11.3元上調至12元。

該行指,榮耀手機從華為分拆出來,基於改變供應鏈策略,新榮耀手機在初始或會更多地使用丘鈦作為相機模組供應商。另外,相信一旦同業歐菲光被加進實體清單中,部分Vivo及Oppo的相機模組訂單會轉至其他供應商,例如丘鈦。因此,相信情況對丘鈦有利。

該行認為,新版榮耀手機應能捕捉大部分原先華為及榮耀的中至低端銷量,相關銷售在2019年有1.66億部。因此,新榮耀手機在一年達到1億部以上的出貨量目標似乎有可能。而由於集成電路供應緊張的關係,相信新榮耀手機或無法在2021年中前有足夠的供應,要及至明年下半年才會對丘鈦有更大貢獻。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account