《大行报告》德银舜宇(02382.HK)重申全年付运、平均售价及毛利目标不变
德银发表研究报告指,舜宇(02382.HK)对投资者解释最新的行业走势、新产品、新的包装和制造科技等,而投资者主要关心贸易战和华为事件的影响,公司相信单一客户事件影响微,因其有多元化的客户基础,重申对今年的付运量、均价和利润目标不变。
该行维持对公司「买入」评级,相信手机镜头模组利润压力(因竞争)已大致反映,及於今年会有逆转,长远相估公司有多个新的增长动力,包括车载镜头模组、3D感应模组、光学组件市占率增长,但需留意人民币贬值、市占率、均价及毛利的情况,目标价84元。
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