《大行報告》麥格理降舜宇(02382.HK)評級至「跑輸大市」 目標價下調至86.6元
麥格理發表評級報告,表示舜宇光學科技(02382.HK)5月出貨量疲弱,手機鏡頭按年跌9%、按月跌29%;攝像模組按年跌11%、按月跌3%;自動對焦鏡頭按年跌9%、按月跌5%。
該行表示,公司今年下半年手機鏡頭及攝像模組鏡頭的平均售價及毛利率將進一步承壓,料手機鏡頭及攝像模組鏡頭今年全年平均售價下跌9%及11%,其毛利率則分別下跌5.3個百分點及2.8個百分點;並將今年汽車鏡頭出貨量增長率由21%下調至14%。
該行表示,將公司今年、明年及2024年純利預測下調17%、13%及10%,以預測明年市盈率15倍為估值基礎,將其目標價由111.1元下調至86.6元,下降22%,將其評級由「中性」下降至「跑輸大市」。
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