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《大行報告》大和下調瑞聲(02018.HK)目標價至20元 評級「買入」
阿思達克 05-08 10:21
大和發表研究報告指,瑞聲科技(02018.HK)的股價在過去一個月調整了18%,相信是受到市場對下半年新iPhone可能取消固態按鈕的擔憂拖累,預期固態按鈕可能要延至明年下半年才會正式採用,或對瑞聲今明兩年的盈利造成5%至9%的影響。 不過大和認為,近期的股價調整已大部分反映了相關負面因素,仍然相信瑞聲在智能手機及手提電腦方面取得更多產品均價更高的項目,以及下半年規格升級趨勢或恢復,將推動業務發展,重申「買入」評級。 在考慮到固態按鈕項目延遲可能帶來的影響後,大和將2023至2024年每股盈利預測下調6%至10%,目標價由21元下調至20元,仍預期今明兩年盈利將增長18%至59%。(gc/k) ~
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