研报掘金丨中金:上调瑞声科技目标价至50港元,维持“跑赢行业”评级

格隆汇
Aug 26
中金发表报告指,瑞声科技多元化业务缔造新增长引擎,上半年收入同比升9%至145.1亿元,股东应占净利润同比增长3%至9.01亿元。剔除公允值变动损益后净利润同比增长37%。该行将上半年利润增长归因于:(1)散热业务收入同比激增约400%,带动精密结构件及散热业务收入同比升12.5%,毛利率同比升4.1个百分点;及(2)iPhone销售强劲带动声学及电磁传动业务收入同比升14.2%。由于新业务盈利优于预期,该行维持2026年股东应占净利润预测于26.8亿元,并上调2027年应占净利润预测7%至34.3亿元。该行维持“跑赢行业”评级,并上调目标价6%至50港元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10