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大行評級 | 高盛:維持鴻騰精密(6088.HK)中性評級 目標價降至1.76港元
格隆匯12月16日丨高盛發表研究報告,將鴻騰精密(6088.HK)目標價由1.88港元調低至1.76港元,維持“中性”評級。 高盛稱,整體而言看好集團Belkin業務,與集團傳統的線纜/連接器業務比較,Belkin業務的毛利率更高,收入增長亦更快。但考慮到消費電子產品的激烈競爭及不再整合Linksys業務,相信這將對近期收入增長構成壓力。 該行維持對其2021至2023年純利預測,將2021至2023年每股攤薄盈利預測各下調6%。
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