《大行報告》瑞銀:舜宇(02382.HK)發盈警中期盈利遜預期 維持謹慎看法
瑞銀發表報告指,舜宇光學(02382.HK)發盈警,料中期純利按年跌45%至50%,較該行和市場預測分別低35%和25%。公司指,純利減少主要是由於上半年智能手機市場需求疲軟以及智能手機攝像頭呈現降規降配,車載鏡頭和車載模組增速不及預期等因素所影響。
瑞銀預計,舜宇下半年的勢頭將較季節性規律疲軟,因為安卓智能手機庫存應保持在高位,手機鏡頭升級有限。
瑞銀指,舜宇股價今年累跌55%,與該行對其的保守看法一致,預計發盈警後股價將進一步受壓。該行雖然欣賞其在汽車和XR鏡頭方面發展,但目前帶來的貢獻佔比仍然很低,因此保持謹慎看法,評級「中性」,目標價135元。
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