大和:重申對舜宇光學科技(2382.HK)買入評級 目標價225港元
大和發表研究報吿指,預料舜宇光學科技(2382.HK)手機零件業務短期內將受壓,因中國及印度對手機的需求走軟,但認為相關影響可控,公司前景穩固,建議投資者趁機買入公司股份,維持目標價225港元,重申買入評級,重申公司為板塊中首選股份。
大和表示,儘管短期內手機零件將面對一定的不確定性,但管理層對公司的長遠發展仍然保持樂觀,並重申今年手機鏡頭、車載鏡頭及手機攝像模組業務的銷量增長指引,分別為增長15%至20%、20%至25%、以及及20%至25%,並對今年在手機零件方面進行規格升級持正面看法。
大和續指,預期公司於2021年至2022年營運溢利將按年增長21%至35%。
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