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一文了解大行對舜宇(02382.HK)公布業績後最新評級、目標價及觀點
阿思達克 08-17 11:25
舜宇光學科技(02382.HK)今早股價抽上,盤中曾高見232.8港元一度彈高7.5%,最新報229.6港元升6%。里昂指公司上半年純利高於市場預期,收入符合預期,對公司旗下三大業務毛利率均見明顯改善,指車載鏡頭業務亦如預期推進,重申「買入」評級及目標價291港元。大和指舜宇業績穩固,顯示公司在行業的領導地位及執行能力,維持為行業首選。 舜宇公布今年中期收入198.33億人民幣按年增加5.1%。錄得純利26.88億人民幣增長53.7%,每股盈利245.92分人民幣|不派中期息。上半年,集團的三大主要產品出貨量皆獲得增長,但受智能手機市場格局變化及高端機型銷量不佳的影響,手機攝像模組的平均銷售單價下降幅度較大,期內光電產品收入微增2.9%至153.08億人民幣。期內,毛利49.46億人民幣升34.5%;毛利率24.9%,上升5.4個百分點,主要受惠生產線流程優化及自動化水平提升,帶來的生產效率提高及生產成本下降。 【毛利率獲提升 候下半年指引】 瑞信發表報告指出,舜宇上半年毛利率按年增5.4個百分點至24.9%,高於市場預期,主因手機攝像模組毛利率較佳;該行預測舜宇短期車載鏡頭受晶片問題所影響,不過料至9月起會逐步改善,相信業續表現會成為短期催化劑,目標價維持273港元,維持「跑贏大市」評級。 花旗指舜宇上半年純利優於市場預期,但收入呈放緩,將關注公司管理層對今年下半年最新營運指引。 ------------------------------------------ 本網最新綜合10間券商對其投資評級及目標價: 券商│投資評級│目標價(港元) 國金証券│買入│324元 里昂│買入│291元 瑞信│跑贏大市│273元 瑞銀│中性│260元 麥格理│中性│248.68元 大和│買入│242元 花旗│中性│242元 摩根大通│中性│200元 野村│中性│193元 高盛│沽售│92元 券商│觀點 國金証券│中期業績略超預期,車載業務快速放量 里昂│中期盈利勝預期收入符預期兼毛利率有改善 瑞信│上半年毛利優市場預期,等待管理層全年指引 瑞銀│中期銷售疲軟被利潤率提高所抵銷 麥格理│上半年相機模組毛利率穩健,毛利率增長勝預期 大和│智能手機需求仍不確定性,業績穩健仍為行業首選 花旗│毛利率推動強勁盈利,惟手機攝像頭模組收入略為疲軟 摩根大通│中期業績表現未合全部符預期,估計下半年盈利表現按年放緩 野村│上半年淨利潤超預期,手機攝像頭模組毛利率達標 高盛│相機模組出毛利抵銷收入增長放緩
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