《大行报告》大和舜宇(02382.HK)股价调整为长线投资者吸纳机会评级「买入」
大和发表报告指,舜宇(02382.HK)今年首五个月手机镜头模组及车载镜头模组出货量符该行预期。随着三镜头采用普遍及手机型号升级,料舜宇毛利率於今明两年可录得改善,并录得35%-45%盈利增长。
报告指,舜宇股价自5月起累计调整幅度达25%,相信负面因素已充份反映,并认为市场未有注意到舜宇增加来自其他品牌的订单以缓解对业务的负面影响。该行认为未来股价回落时机皆为长期投资的良好买入点,维持「买入」评级,目标价110元。
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