《大行報告》瑞信上調丘鈦科技(01478.HK)目標價至17.7元 評級「跑贏大市」
瑞信發表研究報告指丘鈦科技(01478.HK)去年下半年收入遜預期,主因均價下跌,毛利率較上半年改善3.8%至12.1%,主因產品組合及自動化水平較佳,而純利表現勝預期。
該行指,公司指引今年鏡頭與指紋識別模組銷售預期為30%以上,高於該行預期。公司鏡頭業務分拆A股上市計劃仍在進行,公司尚未交待未來持股水平,該行指正等待更多詳情。
該行調升2021至22年盈利預期30%及28%,以反映更高的銷量、毛利率等,維持「跑贏大市」評級,目標價由16元升至17.7元。
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