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大行評級|花旗:上調瑞聲科技、高偉電子及舜宇光學的目標價 均維持“買入”評級
格隆匯 03-06 14:05

花旗發表研究報告,預期截至2027年全球車載攝像模塊未來三年年均複合增長率將達16%,受惠全球新能源汽車普及率上升以及智能汽車的滲透程度。該行預期,全球智能手機出貨量的穩定增長及雙鏡頭和三鏡頭配置在手機鏡頭組合改善的推動下,今年手機鏡頭增長率將加速至按年升6%。

該行料瑞聲科技2025至2027年光學業務分別增長21%、12%及6%,同時將2024至2026年的每股盈測上調4%、8%及11%,對其目標價由46港元上調至53.1港元,維持“買入”評級。

該行將高偉電子2024至2026年每股盈利預測分別上調2%、1%及不變,2027年每股盈利料爲0.36美元,對其目標價由32.2港元上調至36港元,維持“買入”評級。

同時該行預測,舜宇光學2025至2027年車載業務收入分別按年升32%、21%、20%,分別佔集團收入的20%、22%、25%。至於手機業務,該行預計,未來三年將實現溫和成長,而毛利率將逐步改善。該行另對公司今明兩年每股盈利預測上調11%及9%,並預計2027年每股盈利爲4.76元。該行將其目標價由77港元上調至102港元,維持“買入”評級。

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