《大行报告》美银证券上调瑞声(02018.HK)目标价至36.5元 评级「跑输大市」
美银证券发表报告指,瑞声科技(02018.HK)发盈喜,料今年首季盈利介乎5.1亿至5.5亿元人民币,按年增长超过八成。盈利中位数为5.3亿元人民币,按年增长906%,按季则下跌30%,分别优於该行及市场预期18%及43%。而集团将盈利增长归功於终端市场需求正常化,因去年首季需求被疫情严重中断。
该行上调瑞声今年盈利预测5%,以反映首季的盈喜,明年预测则大致不变,并将集团股份目标价由35元调升至36.5元,评级维持「跑输大市」。
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