《大行報告》里昂升瑞聲(02018.HK)評級至「跑贏大市」 目標價上調至26.1元
里昂發表報告指,瑞聲(02018.HK)去年下半年業績勝預期,主要因為光學業務虧損收窄,以及所有產品線的利潤率均改善。光學業務毛利率較上半年提升7.8個百分點,並目標於今年下半年獲利。聲學業務受惠去年下半年高端需求強勁,機械業務亦受惠金屬外殼需求增長及新產品推出。
該行預期車載聲學業務將於今年開始提供貢獻,認為瑞聲重返增長軌道,並具合理估值,將其目標價由16元上調至26.1元,評級由「跑輸大市」上調至「跑贏大市」。(cy/k)
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