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《大行報告》花旗下調丘鈦科技(01478.HK)目標價至8元 評級「買入」
花旗發表評級報告,預料丘鈦科技(01478.HK)中期收入按年跌逾20%,主要由於平均售價呈高十位數(highteens)下跌、內地智能手機需求疲軟及規格下降等因素影響。 該行表示,管理層預料短期內智能手機表現仍維持疲軟,料三星跑贏大市,而丘鈦科技今年進入中端機型,三星今年收入貢獻佔比超過10%。另外,管理層預計在物聯網和車載攝像頭模塊等增長可觀,目標明年達到平均盈利水平。 該行基於收入預測下調24%至26%,將其2022年至24年盈利預測下調33%至50%,將其目標價由15.5元下調至8元,維持其評級為「買入」。(ca/u) ~
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