中信里昂:降舜宇光學(2382.HK)評級至跑輸大市 目標價下調至100港元
中信里昂發表研報,將舜宇光學(2382.HK)評級由跑贏大市降至跑輸大市,目標價由155港元降至100港元。
該行指出,舜宇於2022年4月車載及手機鏡頭表現符指引,但手機攝像模組則遜預期。近期人民幣急速貶值,對公司持有6億美元債、機攝像模組毛利率表現及估值指標均帶來短期壓力。
該行料2022年上半年舜宇盈利按年跌46%,下半年重錄增長。此外,分別下調公司2022、23年盈利預測13%、5%,並下調估值預測,相信公司短期受壓,因投資者關注盈利下跌優先於長期增長預期。
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