《大行》美銀證券升瑞聲(02018.HK)評級至「買入」 目標價上調至57元
美銀證券發表研究報告指,瑞聲科技(02018.HK)受智能手機的零件規格升級和光學產品業務環境改善所帶動,基本面正在改善,預計公司將更穩定增長並重回上行週期,因此將公司評級由「中性」上調至「買入」,又將其2025至27年的盈測調升4%至29%,以反映更強勁的利潤率,相應目標價由44元升至57元,並認爲更具結構性的盈利增長應可支持其估值重估。
該行預計,到2025至27年,瑞聲科技的收入將有雙位數增長,利潤率亦會改善。而主要同業舜宇光學(02382.HK)轉向高階市場的策略,將爲瑞聲在中至高端市場帶來更大的增長空間。
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