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《大行報告》高盛上調瑞聲(02018.HK)目標價至22.7元 評級「買入」
阿思達克 11-20 10:31
高盛發表報告指,隨著智能手機鏡頭市場復甦,對瑞聲科技(02018.HK)手機鏡頭出貨量和像素組合升級呈正當影響,並料公司今年及明年的6塊塑膠(6P)以上的鏡頭交付量的貢獻分別增至17%及21%。 該行指,雙11促銷活動顯示中端及高端鏡頭模型的需求增強,而首12日智能手機交付量按年升10%,首10個銷售型號的平均售價升至550美元,這正面復甦利好公司擴張其手機鏡頭出貨量和像素組合升級的交付量。 高盛表示,將瑞聲今年純利預測下調7%,並預料下半年收入及毛利率持續復甦,其中預料在2023年至2025年的手機鏡頭收入貢獻佔比分別達6%、9%及15%,同時將明年公司純利預測上調1%。 該行將瑞聲目標價上調11%至22.7元,維持其評級為「買入」。(ca/w) ~
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