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《大行報告》花旗下調丘鈦(01478.HK)目標價至3.5元 去年下半年盈利遜預期
花旗發表研究報告指,丘鈦(01478.HK)預計去年淨利潤按年減35至45%,至9,400萬至1.11億元人民幣,是由於智能手機市場疲弱、美元升值導致原材料成本上升以及聯營公司虧損,意味着集團去年下半年淨利潤爲7,300萬至9,000萬元人民幣,中位數分別落後市場及該行預測33%和36%。 該行分別下調集團2023至25年的每股盈測32%、14%、13%,以反映較慢的利潤復甦,目標價由4元下調至3.5元,評級爲「中性」。該行又表示,在行業中首選舜宇光學(02382.HK),是考慮到高階智能手機產品產量提升、恢復向主要Android客戶供應模組的可能性,以及汽車相機模組及LiDAR的增長等。
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