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《大行報告》瑞信:舜宇(02382.HHK)舉行投資者日指引正面 特別是車載鏡頭及手機鏡頭模組
阿思達克 06-18 10:31
瑞信發表報告表示,舜宇光學(02382.HHK)昨(17日)舉行投資者日,公司管理層對前景正面,特別是車載鏡頭及手機鏡頭模組,雖然公司下調對智能手機付運展望;該行重申對舜宇「跑贏大市」評級及目標價273元,相當預測明年市盈率36倍。

該行指,舜宇光學管理層料車載鏡頭付運可優於市場平均水平,該行決定上調對公司車載鏡頭今年付運增長預測由27%上調至35%,降明年付運增長預測由30%下調至25%。

瑞信引述舜宇光學管理層料今年全球智能手機付運按年僅升1.5%至13億部,較原先預測下調5.8%,估計中國市場智能手機付運將為3.4億部按年持平,料印度市場付運將按年下降13%至1.3億部。

舜宇光學管理層估計毛利率將可改善,主要受惠於高端產品市場份額提高、成本效益提升等。

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