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《大行報告》野村升瑞聲(02018.HK)評級至「買入」 目標價上調至21.4元
阿思達克 11-11 09:54
野村發表報告指,瑞聲科技(02018.HK)今年第三季銷售及盈利分別優於市場預期11%及5%,相信新的iPhone系列推出,有助集團聲學和觸控業務的第三季表現。 該行上調瑞聲明年及2024年盈利預測31%及36%,因認爲蘋果公司(AAPL.US)或於新的「iPhone 15 Pro」系列新增兩個觸控設計,以增強側鍵的觸覺反饋,及達至更好的防水能力。另外,由於策略手機客戶(特別是可摺疊手機)的增長,估計集團的精密機械業務表現或好於該行預期。另外,報告料Android光學產品行業下行週期近見底,料在明年下半年至2024年光學產品趨勢迎潛在復甦。 野村將瑞聲股份評級由「中性」升至「買入」,目標價由14.7元上調至21.4元。
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