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《大行报告》瑞银舜宇(02382.HK)维持全年指引评级「买入」
阿思达克 06-19 10:51

瑞银发表报告指,舜宇光学(02382.HK)举行年度反向路演,管理层表示虽然市场忧虑华为事件有潜在的负面影响,但集团维持今年全年的指引不变。而且即使对华为的付运量下降,集团预期向其他手机代工商的付运增加可抵销有关影响。

毛利率方面,该行称由於产品组合改善、自动化水平提升及定价环境好转,舜宇保持对相机模组毛利率可有按年提升的指引不变。

瑞银维持对舜宇光学的「买入」评级及目标价106元,相信投资者对集团的反向路演看法正面,因管理层的口吻正面,集团亦对今年的指引有信心,应可消除市场早前担忧华为事件会有的潜在负面影响。

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