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《大行报告》汇丰研究下调舜宇(02382.HK)目标价至110.9元评级「买入」
阿思达克 06-17 11:09

汇丰环球研究发表报告表示,华为作为舜宇光学(02382.HK)旗下最大客户,於2018年收入贡献逾20%。该行对华为今年智能手机付运量基本情境预测,由原来2.5亿部降至2.1亿部,料明年下行周期才会回稳,估计其2020年智能手机付运量为1.8亿部,主要在内地销售。

该行指,将舜宇光学於2019至2021年盈利预测分别下调3%、7%及8%,主要反映华为出货量放缓的影响。不过,该行维持舜宇「买入」评级,因为现价风险回报吸引,将目标价由112.8元降至110.9元。

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