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《大行報告》摩通料舜宇(02382.HK)上半年每股盈利2.79元人民幣 估毛利率為22.2%
阿思達克 08-16 10:41
摩通發表的研究報告指,舜宇光學科技(02382.HK)將於8月16日公布業績,並於8月17日舉行電話會議,該行認為公司上半年業績將較市場預期好逾20%,主要受惠銷售強勁及匯率收益等,不過過去三個月公司股價已升35%,而同期恆指則跌5%,維持予「中性」評級,目標價維持200元,估計下半年盈利將較上半年及按年微跌,主要因為手機相關產品仍存在不確定性,同時競爭憂慮亦增加,而新產品如VR/AR等則需要時間才有顯著貢獻。 該行將公司上半年每股盈測升9%至2.79元人民幣(下同),較市場預期高22%,主要受惠銷售強勁及外匯收益,該行料上半年銷售為223億元,較去年下半年升17%,按年則升18%,維持毛利率預測22.2%不變。 摩通將公司下半年每股盈測升6%至2.73元,較上半年跌2%,按年則跌4%,而其預測較市場預期低5%。全年來看該行對手機鏡頭、鏡頭模組及汽車鏡頭的出貨量增長估算為9%、20%及55%,而公司增長指引分別為15-20%、20-25%及20-25%,故料舜宇將微降手機鏡頭的前景。該行將公司2021年每股盈測升7%,維持對明年每股盈測不變。
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