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《大行報告》瑞信升通達(00698.HK)評級至「跑贏大市」 目標價上調至0.72元
阿思達克 03-08 09:53
瑞信發表研究報告指,通達(00698.HK)去年下半年收入按年增長9%,較該行及市場普遍預期高出9%,毛利率按年升3個百分點,與上半年比較更提升3.9個百分點,勝過市場預期,收入及毛利率改善帶動淨利高出該行及市場預期32%及25%。

報告指出,期內受惠於美國智能手機OEM出貨量及平均售價上升,手機外殼業務收入較上半年增長40%,同時家用和體育用品也實現可觀增長。瑞信表示,考慮到市場復甦,公司已重返增長周期,美國客戶需求好過預期,以及全球較低端安卓手機銷量回彈,將其評級由「中性」升至「跑贏大市」。

瑞信將通達2021至2022年淨利潤預測分別提升6%及7%,以反映出貨量及利潤率勝預期,目標價由0.51元上調至0.72元,並預期主要客戶的物聯網業務將成為今年下半年催化劑之一。

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