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《大行報告》瑞聲科技(02018.HK)投資評級及目標價(表)
阿思達克 03-18 15:36
瑞聲科技(02018.HK)將於下周三(25日)公布去年業績,市場料公司受智能手機行業轉弱、兼受累總體毛利率承壓所拖累,本網綜合25間券商預料,較瑞聲科技2019年純利介乎20.18億至25.67億人民幣,較2018年37.96億人民幣,按年跌32.4%至46.8%;中位數23.49億人民幣,按年下滑38.1%。

綜合21間券商預料,較瑞聲科技2019年毛利率介乎27.9%至30.7%,較2018年37.2%,按跌6.5個百分點至9.3個百分點;中位數29.3%,按年跌7.9個百分點。投資者將關注新冠疫情對行業需求、產業鏈影響,擔心蘋果公司供需兩端或會面臨潛在風險,並將聚焦瑞聲管理層對今年收入及毛利率指引。

券商│投資評級│目標價(港元)

海通國際│買入│95元

廣發證券│買入│77元

國泰君安│收集│72.8元

建銀國際│跑贏大市│72元

中金│跑贏行業│70元

匯豐環球研究│買入│66.5元

花旗│買入│66元

銀河-聯昌│收集│61.53元

申萬宏源│跑贏大市│60元

招商證券國際│中性│60元

瑞信│中性│59元

傑富瑞│持有│57元

美銀證券│跑輸大市│56元

星展│買入│56元

中銀國際│持有│54.5元

野村│中性│53.3元

光大證券│中性│52元

法巴│減持│48元

工銀國際│持有│47元

摩根大通│中性│45元

大華繼顯│沽售│44.8元

摩根士丹利│與大市同步│40元

高盛│沽售│35元

瑞銀│沽售│34元

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