《大行報告》瑞信上調雷蛇(01337.HK)目標價至3.4元 評級「跑贏大市」
瑞信發表報告表示,雷蛇(01337.HK)去年下半年銷售較上半年升71%,按年亦升65%,硬件及軟件業務均表現強勁。去年全年銷售按年升48%,公司更預期今年銷售錄雙位數增長,高於該行早前預期之單位數升幅,目前料其銷售升約15%,以反映持續「留家」趨勢及服務業務增長,帶動今年毛利率提升1.8個百分點至24.1%。
該行將其今明兩年每股盈利預測上調30%及16%,以反映其銷售及毛利增長,目標價由3.3元升至3.4元,維持「跑贏大市」評級。
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