《大行報告》花旗上調高偉電子(01415.HK)目標價至9元 評級「買入」
花旗發表報告指,近期與高偉電子(01415.HK)管理層作出了討論,並進行行業調查。該行認為,高偉在前鏡頭模組的領導地位,應可受惠蘋果公司(AAPL.US)明年的新一輪升級周期,因此重申集團股份「買入」評級,目標價由7元升至9元,明年及2023年盈利預測調升4%至6%,並展開90日正面催化劑觀察。
花旗表示,蘇大維格科技(300331.SZ)披露與高偉電子合營的更新,將會聚焦於飛時測距(ToF)擴散器、VR及AR光學零件等。而合營總資本為5,000萬元人民幣,高偉佔40%,預期集團快將分享更多合營的研發方向。
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