《大行報告》高盛升舜宇(02382.HK)評級至「買入」目標價上調至150元
高盛發表報告指,對舜宇(02382.HK)看法趨向正面,在過去十八個月經歷低增長後,舜宇業務前景再次回復至正面,主要由於手機鏡頭毛利率提升,及相機模組毛利率回復。該行指舜宇最壞時間已過,料增長質素亦會提升。
該行料今年舜宇整體毛利率將提升至19.6%,至2021年將提升至23.5%。該行上調未來三年盈利預測,今年盈測上調4%,2020年及2021年盈測亦升48%及68%,目標價相應自70元上調至150元,評級由「中性」升至「買入」。
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