大行評級|里昂:上調丘鈦科技目標價至9.3港元 上調今明兩年盈測
里昂發表研究報吿指,丘鈦科技去年淨利潤按年增241%,符合早前公佈的盈利預期區間。去年下半年毛利率持續改善,較上半年增長1.7個百分點至6.9%。里昂認為,丘鈦科技在高級手機攝像頭模塊(CCM)的產品組合佔比會持續擴張,而且公司亦正擴展汽車或物聯網CCM以及LiDAR等新商機。
該行表示,由於指紋辨識模塊業務虧轉盈的進度優於預期,上調集團今明兩年的盈測7%及2%,分別至4.3億及5.1億元,目標價亦由9.1港元上調至9.3港元,續予“跑贏大市”評級。
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