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招商證券國際:升舜宇光學(2382.HK)目標價至220港元 評級中性
格隆匯 07-22 12:55

招商證券國際發表報吿,將舜宇光學(2382.HK)目標價從210港元升至220港元,維持中性評級。

報吿指,預計公司上半年業績將是穩健且符合預期,鑑於利潤率預期更好,由於手機鏡頭價格壓力和智能手機需求放緩,該行指一直對公司持保守態度,但由於穩健的市佔增速和外匯順風,因此提高對於公司毛利潤率預測,認為公司將是行業整合和電動汽車強勁增長的長期贏家。

報吿又指,保持收入預測不變,料上半年手機鏡頭出貨量會低於預期,為7.17億人民幣,按年增長11%,主要受到中國智能手機需求疲軟影響。在市場份額增加和韓國大客户帶動下,攝像頭模組表現更好,該行將公司上半年的毛利潤率預測上調至22.5%,反映其攝像頭模組的強勁,淨利潤預計達到26億元人民幣。該行又指,鑑於近期股價催化劑有限,認為目前股價合理。

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