大行評級|招銀國際:上調丘鈦科技目標價至6.47港元 盈利復甦剛開始
丘鈦科技早前發盈喜,預料中期綜合溢利按年升四至五倍,招銀國際研究報吿指,其業績主要受惠於高端鏡頭模組市場份額提升、非手機鏡頭模組增長、產能使用率提升、聯營公司盈利能力改善。該行對下半年Android旗艦手機推出、高端規格提升、非手機鏡頭模組及指紋識別模組的復甦感到正面,認為可以推動公司的盈利能力提升,盈利復甦剛開始。該行將公司2025年至2026年的每股盈利預測上調2%至12%,以反映上半年盈利及毛利率表現,以及聯營公司新巨科技盈利能力提升。丘鈦現價相當於今明兩年預測市盈率分別14.3倍及10.3倍,估值吸引,目標價由3.93港元升至6.47港元,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.