《大行報告》里昂升舜宇(02382.HK)評級至「跑贏大市」 降京東方精電(00710.HK)目標價至20.4元
里昂發表報告指,在強勁的iPhone出貨量和美元升值推動下,蘋果供應商今年第三季表現穩健。雖然Android市場已經見底,但復甦時間未不明確。該行將舜宇(02382.HK)評級由「跑輸大市」升至「跑贏大市」,相信盈利已見底,而且見到明年有規格提升跡象,目標價就由121元降至102元。
該行指,看好比亞迪電子(00285.HK),預計汽車電子業務將成為明年的主要增長動力。評級「跑贏大市」,目標價27.5元。
另外,該行相信瑞聲科技(02018.HK)已經回到增長軌道,評級「買入」,目標價22.2元。同時亦偏好京東方精電(00710.HK),因為它估值便宜,而且有可能被納入深港通的催化劑,維持「買入」評級,但將目標價由23元下調至20.4元。
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