《大行報告》大摩下調舜宇(02382.HK)評級至「與大市同步」評級 升目標價至230元
摩根士丹利發表報告,指舜宇光學科技(02382.HK)長遠具增長潛力,特別是在車用鏡頭等方面,但相信公司增長於今年下半年將會放慢,料令其短期股價上升空間有限,該行上調對其目標價由208元升至230元,但下調對其評級,由「增持」降至「與大市同步」。
該行認為,目前宜再等待舜宇的更佳介入點,並將對其今年下半年盈利預期調整至29億元人民幣,相當於按年下跌8%。
大摩料舜宇今年盈利為55億元人民幣,以反映對今年手機鏡頭付運量增長預期為5%,均價跌3%,料鏡頭模組銷售升25%及均價為42元人民幣等因素。
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