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《大行報告》大華繼顯下調瑞聲(02018.HK)目標價至14.5元 評級「持有」
阿思達克 08-28 11:33
大華繼顯發表報告指,瑞聲科技(02018.HK)上半年利潤按年大跌57%至1.5億元人民幣,處於盈警的高端區間,主要是Android聲學產品惡化及所有細分市場的利潤率進一步惡化。據管理層表示,截至目前光學業務的利潤率應該已經恢復至負10%左右,目標在鏡頭和鏡頭模組今年第四季在集團層面實現收支平衡。 該行降其今年、明年及2025年盈利預測分別43.2%、27.3%及14.8%,並將其目標價由16元下調至14.5元,維持其評級為「持有」。
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