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《大行報告》瑞信:瑞聲(02018.HK)上季收入及盈利優於市場預期各11%及17%
阿思達克 11-10 14:42
瑞信發表研究報告指出,瑞聲(02018.HK)第三季收入53.73億元人民幣,按年增長27%,按季升19%,大致符合該行預期,並高過市場預測11%。純利按年升28%至2.34億元人民幣,按季升61%,符合該行預期,並較市場預期高17%。 該行提及,瑞聲季內光學業務收入按年增長45%至5.67億元人民幣,按季則跌39%,主要由於疫情爆發、競爭加劇及塑膠鏡頭出貨量按季跌25%。期內毛利達10.22億元人民幣,按年增長6%,按季升24%,符合預期。不過毛利率19%,按年跌3.7個百分點,按季則升0.7個百分點,遜預期。予其「跑贏大市」評級及目標價16元。
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