港股異動 | 瑞聲科技漲近6% 大和提評級至跑贏大市 看好光學及Android業務
格隆匯3月26日丨瑞聲科技(2018.HK)漲近6%,報42.6港元,總市值515億港元。瑞聲科技去年東應占溢利22.22億元人民,按年下跌41.45%,2008年以來首之不派末期息。大和發表最新報告,認為即使瑞聲今年首季業績將受到新冠肺炎疫情衝擊,但預計下半年能夠在Android手機的帶動下恢復穩健盈利增長。該行指出,瑞聲對其光學業務展望積極,預計該業務板塊毛利率將在下半年受惠規模效應,升至40%,2020年和2021年貢獻收入分別升至14%和20%。大和又表示,瑞聲光學業務和Android手機業務將能抵消集團iPhone佔有率損失,把評級上調至“跑贏大市”。不過由於疫情增加訂單不確定性,下調2020年和2021年每股盈利預測6%和12%,削目標價4.7%至45港元。
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