《大行報告》瑞銀舜宇(02382.HK)維持全年指引評級「買入」
瑞銀發表報告指,舜宇光學(02382.HK)舉行年度反向路演,管理層表示雖然市場憂慮華為事件有潛在的負面影響,但集團維持今年全年的指引不變。而且即使對華為的付運量下降,集團預期向其他手機代工商的付運增加可抵銷有關影響。
毛利率方面,該行稱由於產品組合改善、自動化水平提升及定價環境好轉,舜宇保持對相機模組毛利率可有按年提升的指引不變。
瑞銀維持對舜宇光學的「買入」評級及目標價106元,相信投資者對集團的反向路演看法正面,因管理層的口吻正面,集團亦對今年的指引有信心,應可消除市場早前擔憂華為事件會有的潛在負面影響。
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