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《大行報告》美銀證券下調瑞聲(02018.HK)目標價至17元 評級「跑輸大市」
阿思達克 03-24 10:40
美銀證券表示,瑞聲(02018.HK)第四季盈利 2.12億元人民幣,按季增長16%,按年則減少72%,雖然處於管理層指導高端水平,高於該行估計11%,但較市場預期低35%;其經營收入2.61億元人民幣,較該行及市場預測低20%至36%,主要是毛利令人失望。 瑞聲雖然有信心今年毛利按年改善,但該行認為Andriod需求疲弱,尤其中國手機品牌需求更甚,以及內地受疫情打擊,實現目標有難度。該行下調瑞聲2022年至2023年盈利預測8%至10%,目標價由18.5元下調至17元,評級「跑輸大市」。(me/u) ~
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