《大行报告》大和升瑞声(02018.HK)评级至「跑赢大市」 目标价上调至51元
大和发表研究报告,指瑞声(02018.HK)似乎已渡过最困难时期,目前正待复苏之时,公司首季业绩表现强劲,反映其执行能力和提供盈利复苏的证明,故将其评级由「持有」升至「跑赢大市」,该行调升集团2021至22年盈利预测10%至12%,目标价由43.5元升至51元。
该行指,看好集团光学和安卓业务的前景,而来自苹果的业务则较稳定,相信盈利会於今年起有强劲复苏。受惠集团规模效益及营运效率持续改善,预期今明年经营利润率由去年谷底的7.9%,回复至12.1%至13.4%,整体而言,今明两年盈利料按年增62%及28%。
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