You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》里昂:瑞聲子公司遭舜宇控侵權 或需想辦法提前結束行業間競爭
里昂發表報告表示,舜宇光學(02382.HK)決定起訴瑞聲科技(02018.HK)旗下正申請分拆上市的光學子公司涉嫌專利侵權,有關訴訟過程會為瑞聲光學的分拆上市進程帶來短期不確定性,包括時間、估值,甚至能否成功上市。 該行指,如果瑞聲未能成功分拆光學業務獨立上市或上市時間推遲,短期內可能會增加瑞聲的財務成本。而長期來看,瑞聲可能需要想辦法提前結束光學行業之間競爭,這可能對舜宇、瑞聲和整個行業都有好處。 里昂表示,瑞聲旗下光學若能夠分拆上市,並假設能夠從新股上市中獲得10億至20億元人民幣,將有助於瑞聲光學在未來兩到三年內保持競爭力。如果IPO募集的資金減少或未能上市,短期內,瑞聲可能會轉向債務融資,此將增加公司的融資成本。 從長遠來看,瑞聲可能需要想辦法盡快結束這場競爭,該行認為這實際上對公司和行業都有好處。該行維持對瑞聲「買入」評級及目標價22.2元。 瑞聲於今年7月中曾公布擬分拆誠瑞光學於上交所科創板上市。瑞聲昨晚公布正在就聲稱專利侵權的法律程序尋求法律意見,指集團擁有超過2,700項的光學鏡頭註冊專利,根據中國法律顧問提供的意見,有充分的抗辯理由。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account