大行評級|高盛:上調瑞聲科技目標價至59港元 盈利指引勝預期
高盛發表研報指,瑞聲2024財年淨利潤指引介乎17億至18億元,即按年增長130%至145%,意味2024年下半年淨利潤介乎12億至13億元;中間點淨利潤爲12.2億元,較該行及市場預期分別高出14%及7%。高盛認爲,淨利潤超出預期是由於更好的產品組合推動的毛利率高於預期,以及提高效率導致的營業費用開支改善。該行預計,受內容規模擴張及新業務增量收入推動,瑞聲2025財年收入將按年增長23%。另外,高盛將瑞聲2024財年盈利預測上調9%,2025至2027財年盈利預測則各上調3%,同時將其H股目標價由54港元上調至59港元,維持“買入”評級(確信名單)。
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