《大行報告》美銀降瑞聲(02018.HK)評級至「跑輸大市」 指季績大遜預期及料弱勢延至明年上半年
就瑞聲科技(02018.HK)發盈警,料第三季盈利按年跌51%至61%。美銀證券發表報告,指盈警所載預測中間水平為1.88億人民幣(按年跌56%及按季跌52%),低於該行及市場預期分別60%及65%。
該行決定下調對瑞聲評級,一舉由「買入」降至「跑輸大市」,將目標價自60元降至33元,此相當於綜合今年下半年至明年上半年預測市盈率20倍
瑞聲料瑞聲營運弱勢將持續,主要由於內地市場智能手機需求疲弱影響,料相關影響將延續至明年上半年,供應鏈亦將持續受到影響。該行下調瑞聲對2021年至2023年每股盈利預測各18.6%%、22%及20.5%。
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