《大行報告》美銀證券上調舜宇(02382.HK)目標價至180元 評級「跑輸大市」
美銀證券發表報告表示,舜宇(02382.HK)去年下半年純利達31億元人民幣,高於該行及市場預期22%,主因受到強勁毛利率所帶動,期內毛利率達26%,相對於市場預期為20%;而收益按年下跌14%至190億元人民幣,則低於市場預期3%。
報告引述舜宇管理層表示,預期今年手機鏡頭出貨量按年升15%至20%,車載鏡頭升20%至25%,及手機攝像模組亦升20%至25%,但料手機攝像模組單價持續受壓,而另兩種產品則表現穩定。
該行上調其今明兩年每股盈利預測最多3%,目標價由165元升至180元,重申「跑輸大市」評級,主因預期市場競爭持續激烈的不利因素。
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