《大行》招銀國際升丘鈦科技(01478.HK)目標價至13.21元 重申買入評級
招銀國際研究報告指,丘鈦科技(01478.HK)盈喜料中期淨利潤按年升1.5倍至1.8倍,中位數3.05億元人民幣,較市場預期高出20%,並達到該行全年預期的54%。
至於2025年下半年,該行看好高階智能手機攝像頭模組(CCM)需求、非手機如物聯網及車載領域的攝像頭模組勢頭,以及超聲波指紋識別模組(FPM)升級週期;料下半年收入及淨利潤分別按年升25%及1.62倍。
該行將丘鈦科技2025至2027年每股盈利預測上調21至30%,以反映強勁的中期表現及更樂觀的毛利率前景;目標價由9.25元升至13.21元,重申「買入」評級。
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