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《大行報告》大和舜宇(02382.HK)股價調整為長線投資者吸納機會評級「買入」
阿思達克 06-12 11:19

大和發表報告指,舜宇(02382.HK)今年首五個月手機鏡頭模組及車載鏡頭模組出貨量符該行預期。隨著三鏡頭採用普遍及手機型號升級,料舜宇毛利率於今明兩年可錄得改善,並錄得35%-45%盈利增長。

報告指,舜宇股價自5月起累計調整幅度達25%,相信負面因素已充份反映,並認為市場未有注意到舜宇增加來自其他品牌的訂單以緩解對業務的負面影響。該行認為未來股價回落時機皆為長期投資的良好買入點,維持「買入」評級,目標價110元。

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