《大行報告》匯豐研究升舜宇(02382.HK)評級至「買入」 目標價上調至150.2元
匯豐環球研究發表報告指,舜宇光學(02382.HK)公布今年9月的手機鏡頭及手機模組出貨量按年分別增長16%及22%,至1.675億件及5,900萬件。首九個月計出貨量則按年升18%及20%,遠高於集團對兩類產品全年出貨量增長10%的指引。
該行表示,雖然來自華為的訂單下滑,不過預期華為手機鏡頭降低規格的影響有限,舜宇亦可受惠於其他Android客戶的訂單提升,例如三星(主要是鏡頭)、小米(01810.HK)、Oppo及Vivo。另外,集團也透過捕捉到來自小米的手機模組分額,令其市佔率有所擴張。
匯豐研究上調舜宇股份評級,由「持有」升至「買入」,目標價由126.6元上調至150.2元,並調升集團今年手機鏡頭及手機模組出貨量分別5%及2%。集團今年至2022年純利預測則分別上調3%、1%及1%,2019年至2021年的純利年均複合增長率最新估計為20%。
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.