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《大行報告》瑞信上調雷蛇(01337.HK)目標價至3.5元 評級「跑贏大市」
阿思達克 07-15 15:10
瑞信發表的研究報告指,雷蛇(01337.HK)昨日(14日)發盈喜,料上半年淨利逾3,000萬美元,顯著高於該行及市場預期,留意到公司上半年盈利表現主要受銷售勢頭強勁、毛利率提升及經營開支管控所帶動。

期內周邊設備勢頭持續,該行相信上半年周邊設備將有強勁增長,主要因為首季基數較低,加上次季有促銷活動。相信受惠新產品推出及進軍新領域如直播及生活潮流產品等,有利勢頭持續至下半年及明年。而系統銷售亦料有穩定增長。

瑞信料公司服務增長將加快,特別是隨著網絡擴張,Razer Fintech銷售在未來數年料將加快。該行將公司目標價升至3.5元,將2021/22年盈測上調,評級「跑贏大市」。(el/u) ~

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