《大行報告》野村下調舜宇(02382.HK)評級至「中性」關注華為展開第二輪削減訂單
野村發表報告表示,下調對舜宇光學(02382.HK)投資評級,由原來「買入」降至「中性」,關注華為遭美國封殺後潛在進行第二輪削減訂單的影響,料該股缺乏上升動力,同時維持對其目標價80元,此相當預測2020年市盈率20倍。
該行指,舜宇光學公布5月產品付運數據,總體模組及手機鏡頭付運按月各下滑2%及5%,並估計華為削減訂單影響會在6月起浮現,相關最終影響或會大於該行目前預期。
野村估計,華為將於未來一至兩季在零部件等供應方面臨更大的挑戰,而公司已停止今年下半年至明年上半年部份的智能手機項目計劃。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.