大行評級|美銀:大幅上調瑞聲目標價至33港元 上調2024年至26年盈測
美銀證券的研究報吿指,因瑞聲業績回升,故將其評級由“跑輸大市”升至“中性”,並上調2024年至2026年盈利預測32%至44% ,以反映光學毛利改善,目標價由14港元大幅上調至33港元。該行認為,該股目前的估值在6月的反彈後接近歷史平均值,近期的正面因素已反映。該行料,與2022年至2023年每年虧損4億至5億元相比,瑞聲的光學業務將從24財年上半年起獲得毛利。這受惠於行業發展走勢的改善,而瑞聲在推遲A股上市後更加嚴謹的定價也有助改善其利潤率的狀況。
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