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大行評級|花旗:上調瑞聲科技目標價至41港元 維持“買入”評級

花旗發表研究報吿指,瑞聲科技今年上半年出貨量、產品平均售價(ASP)和利潤率都錄得上升,管理層並將今年全年經營指引上調,收入內生增長預期達到約15%,聲學產品ASP增幅料達雙位數百分比,而塑膠鏡頭及手機相機模組(CCM)出貨量增幅則上調至介乎5%至9%,以及20%,與同業增長目標相若。考慮其毛利率加快復甦,花旗將瑞聲2024至2026年淨利潤預測上調19%、17%及22%,維持“買入”評級,目標價由原先36港元上調至41港元。

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