汇丰:瑞声科技利润率改善速度快于预期升目标价32%

美港电讯
03 Mar

【汇丰:瑞声科技利润率改善速度快于预期升目标价32%】金十数据3月3日讯,汇丰环球研究发报告指,瑞声科技(02018.HK)利润率改善速度快于预期,主因光学产品的稳健复苏,上调2024—2026年集团光学业务的毛利率预测至9%、14%、15%。该行上调集团目标价32%,目标价亦升32%,由41.7港元上调至55.1港元。维持“买入”评级。同时又因集团WLG(晶圆级玻璃)取得重大进展,上调集团2025—2026年WLG出货量预测每年8%。汇丰表示,看好瑞声科技声学、电磁传动╱精密结构件前景,考虑到规格升级的趋势,上调集团2024—2026年净收入预测13—17%,至17.5亿至28.71亿元人民币。

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