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《大行報告》高盛微升瑞聲(02018.HK)目標價至30元 今年光學業務盈利能力更好
阿思達克 03-11 12:34
高盛發表研究報告指,預計瑞聲(02018.HK)2023年下半年及全年的營業收入分別按年上升9%及4%,當中手機鏡頭出貨量將較2023年上半年加速成長,而6P鏡頭的銷售貢獻將會更高。對於2024年,該行預測在產品組合升級和規模擴張的推動下,光學業務的盈利能力將可提高。而汽車解決方案和智慧手機鉸位技術升級的多元化業務,加上嚴格資本開支,均支持公司現金流實力。因此高盛將瑞聲目標價由29元上調至30元,評級為「買入」。(js/u) ~
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