《大行報告》大摩相信舜宇光學(02382.HK)未來60日天將跑贏大市
摩根士丹利發表技術意見報告,相信舜宇光學(02382.HK)未來60日天將跑贏大市,料發生概率逾80%以上,予其「增持」投資評級及目標價150元。
該行估計,即使剔除華為產品需求,相信總體智能手機需求仍然鞏固,料鏡頭升級會持續,並估計明年手機增長趨勢會呈正面。
按大摩對舜宇發表的基本報告指出,華為佔舜宇收入比重約20%至25%,若手機鏡頭及模組能藉較低毛利的方式,成功轉至其他品牌之上,料對舜宇每股盈利預測的潛在影響會少於10%。(wl/k)
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