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大行評級|傑富瑞:上調高偉電子目標價至40港元 增長勢頭穩健且可見度高
格隆匯 03-26 13:29
傑富瑞表示,高偉電子2024年下半年收入超出該行預期及市場共識12%,主要受iPhone後置攝像頭模塊量產推動。毛利率超出該行預期1.4個百分點,淨利潤超出該行預期18%,顯示出令人鼓舞的盈利能力。該行預計高偉電子到2027年將在iPhone後置攝像頭市場獲得約25%的份額,並最終在2030年達到約三分之一的市場份額。可摺疊設備、搭載攝像頭的可穿戴設備以及用於ADAS和機器人的LiDAR是錦上添花的增長點。高偉電子目前估值並不高。該行重申對其“買入”評級,目標價由36港元上調至40港元,認爲公司增長勢頭穩健且可見度高。
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