《大行報告》花旗升丘鈦科技(01478.HK)評級至「中性」 目標價下調至3.6元
花旗發表報告指,丘鈦科技(01478.HK)上半年盈利較盈警所預告情況更差,收入按年跌23%至55億元人民幣,毛利率較去年下半年改善至3.4%,純利按年跌87%至2,200萬元人民幣。
報告引述管理層對下半年展望持正面看法,料下半年智能手機客戶將會上調交付量目標,並相信內地刺激消費措施利好銷量。該行將公司今年及明年盈利預測分別下調65%及25%,並將其目標價由4.2元下調至3.6元;並認為市場已消化上半年業績,不過競爭仍激烈,評級由「沽售」升至「中性」,料公司下半年邁向溫和復甦,下半年起手機規格升級或帶來上行動力。
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