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《大行報告》大和降瑞聲(02018.HK)評級至「持有」 目標價下調至39元
阿思達克 04-21 10:09
大和在研究報告中指出,早前對瑞聲(02018.HK)看法正面,預期下半年每股盈利可恢復穩健增長,但鑑於疫情大流行,相信隨著iPhone和Android品牌的銷量風險不斷上升,市場困境將持續至下半年,瑞聲的復甦或要推遲至明年。

大和指,由於需求疲軟,蘋果已經下調了第二季iPhone銷量預期,由於開發過程的延遲和價格高企,相信今年新iPhone銷量將有所下跌,更高規格的6.7吋iPhone亦可能延至11月才發布。

該行表示,短期內正面催化劑有限,瑞聲在觸控市場的份額又一如預期地減少,盈利反彈不確定性很高,因此建議投資者靜觀其變,將評級下調至「持有」。大和預測瑞聲科技今年收入將跌13%,並將今明兩年盈利預期下調17%至27%,目標價由45元降至39元。

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