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《大行報告》瑞銀下調舜宇(02382.HK)目標價至90元 評級「中性」
瑞銀發表報告指,由於Android智能手機需求疲軟,舜宇光學科技(02382.HK)預料今年手機鏡頭出貨量按年跌15%,故該行預料,公司通過進取定價及溫和升級,將會向iPhone 14供應主要鏡頭,佔比料達30%至40%,惟由於公司對Android品牌的曝光率高,預料來自蘋果的貢獻仍維持很少,佔今年及明年銷售百分比料僅低單位數。 該行相信,市場已意識Android智能手機需求疲軟,惟鑑於宏觀環境的風險,該行估算供應鏈僅呈現小量需求復甦的跡象,到目前為止,由於公司在中端至高端Android智能手機仍有高業務敞口,加上Android高端智能手機需求仍然疲軟,令公司展望承壓。 該行將公司今年及明年每股盈測分別下調8%及7%,並將其目標價由110元下調至90元,相當於預測明年市盈率28倍,維持其評級為「中性」。
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