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大行每日評級 | 高盛升瑞聲科技目標價87%,評級急升爲“買入”

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1.高盛將瑞聲科技(02018)目標價由31港元大幅上調87%至58港元,相當於2022年預測市盈率19倍,評級由“沽售”急升至“買入”,該行表示,隨着集團擴大手機鏡頭及攝像頭模組業務,該行新增對其2024-27年長期預測,以及更新了估值方法,以更好地捕捉集團在攝像頭市場的長期機會。

2.摩根士丹利將港交所(00388)目標價下調0.9%至480港元,以反映對明年盈利預測的更新,評級“與大市同步”,並下調其2021-23年每股盈利預測1.1%/1.4%/1.4%,以反映今年至今日均交易量下降。截至5月底月度日均交易量爲1970億元,較首季低13%。不過,大摩維持全年日均交易預測爲1650億港元。

3.重申對波音(BA)“正面”評級,上調目標價至300美元,分析師在波音公司公佈5月訂單和交付量數據後,下調了對該公司的預測。分析師表示,他對波音在中國的交付量感到擔憂,但是另一方面,該公司仍處於行業有利地位,且將從全球商業航天活動的復甦中受益。

【瑞聲科技支持10倍槓桿日內交易】

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