《大行報告》大和上調舜宇(02382.HK)目標價至260元 評級「買入」
大和發表研究報告指舜宇光學科技(02382.HK)上半年業績表現強勁,管理層對長遠增長因素語調樂觀,當中包括汽車、技術升級、新客戶、IoT、AR、VR等,都有助該行重申對其樂觀的看法。惟公司對手機鏡頭銷量目標調低,成為該行關注短期手機市場疲軟的原因。
該行指,手機鏡頭短期面對壓力,惟長遠趨勢以及汽車項目則仍然樂觀。該行降低今年每股盈利預期3%,但調升2022至23年每股盈利1%-2%,以反映更好利潤率,重申「買入」評級,目標價由242元升至260元。
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