大行評級|高盛:上調瑞聲科技目標價至42.1港元 預期利潤率回升的趨勢將持續
高盛發表報吿,在瑞聲科技公佈中期業績後,將2024至2027年盈利預測各上調3%、6%、6%及6%,維持2025至2027年營收預測大致不變,並將2025年至2027年毛利率各調高0.9個百分點、0.8個百分點及1.1個百分點。由於毛利率增強,以及更龐大的規模帶來經營槓桿,使營業費用率改善,將2024至2027年的淨利潤預測上調3至6%。
高盛指,瑞聲毛利率在上半年恢復到20%以上,預期利潤率回升的趨勢將持續,維持“買入”評級,目標價由38.2港元升至42.1港元。
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