《大行報告》摩通降舜宇(02382.HK)評級至「中性」 目標價上調至200元
摩根大通發表報告,下調舜宇光學(02382.HK)投資評級,由「增持」降至「中性」,但目標價由155元升至200元,並調低集團今明兩年每股盈利預測3%至5%。
摩通表示,舜宇股價表現在過去十二個月跑贏恆指80%,認為已反映該行早前的預期,包括毛利擴張、潛在獲得蘋果公司訂單,及公司旗下汽車/鏡頭模組需求復甦。
該行表示,對舜宇旗下產品均價及毛利展望轉為相對審慎,主因相信大立光(3008.TW)及歐菲光(002456.SZ)開始使用進取定價,以維持業務規模,有關舉動令行業競爭上升。(ek/w)
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