《大行報告》瑞信上調丘鈦科技(01478.HK)目標價至16元 評級「跑贏大市」
瑞信發表研究報告,指丘鈦科技(01478.HK)發盈喜,料去年純利增長為40%至60%,相等於下半年純利按年升17%至47%,按半年升26%至59%,高於市場預期。
該行指,雖然鏡頭和指紋模組付運下跌,但因產品組合提升,令均價和收入增長,同時來自更好的鏡頭產品的利潤亦更高,以及公司自動化,均是帶動盈利增長的原因。
該行預期,今年來自安卓電話的需求復甦,以及公司客戶組合改善,均有助今年業務增長。該行調升集團2020-22年盈利預期分別21%、18%及14%,目標價由13.6元升至16元,維持評級「跑贏大市」。
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