You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩引述舜宇(02382.HK)料五大客戶收入貢獻更均衡 爭提高三星CCM份額
阿思達克 09-02 12:15
摩根士丹利發表報告,近日該行舉行科技通訊行業投資者會議,就投資者關注舜宇光學(02382.HK)數個方面的問題,就客戶風險上,該行引述舜宇光學管理料今年來自首五大客戶的收入貢獻將會更為均衡,除了提升內地代工的市場份額外,公司亦計劃藉越南新廠房,提高客戶三星手機攝像模組(CCM)的份額,公司長遠的目標是成為三星旗下兩大手機攝像模組的供應商之一。

就產能轉換方面,舜宇管理層提到這兩個生產線手機鏡頭和CCM並非僅針對特定客戶,因此容量切換的時間可能存在數天的差距。

至於攝頭業務轉換,舜宇管理層認為攝頭業務仍然是關鍵,即使沒有華為的情況下,相信代工銷售模型的差異化因素和規格升級趨勢持續,並指客戶之間規範遷移差異越來越大,包括更高的光學變焦,像素遷移和超廣角。大摩予舜宇「增持」評級,目標價150元。

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.
uSMART
Wealth Growth Made Easy
Open Account