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港股異動 | 瑞聲科技(2018.HK)大漲10% Q1純利同比預增9.6倍-10.4倍
格隆匯 04-12 13:22
格隆匯4月12日丨瑞聲科技(2018.HK)午後拉昇,漲幅擴大至9.91%,報43.8港元,暫成交8億港元,最新總市值529億港元。瑞聲科技今日午間公佈,預期集團截至今年3月31日止第一季度的未經審核公司所有人應占綜合淨利將上升至人民幣5.10億元至5.50億元之間,即同比增加約9.6倍至10.4倍,主要由於2021年第一季度比2020年第一季度更正常的市場需求。高盛最新發研報指,將瑞聲2021至2023年度的淨收入預期分別上調6%、25%、17%,主要是由於產能擴張計劃強於預期,手機鏡頭出貨量增加,以及新的相機模組業務帶動市場份額提升、相機模組平均銷售價上升、更低的運營成本和更低的税率。該行將公司的目標價由31港元上調至58港元,評級由“沽售”大幅上調至“買入”。

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