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《大行报告》美银美林舜宇(02382.HK)毛利率或较预期佳升目标价至110元
阿思达克 07-29 11:24

美银美林发表报告指,舜宇光学(02382.HK)将於8月中旬公布今年上半年业绩,相信焦点将会是毛利率方面。该行预期,在收益率改善及高端镜头模组产量提升的背景下,舜宇上半年毛利率料为17.3%,可较预期为佳。纯利方面,该行及市场预期舜宇上半年纯利约为12亿元人民币,按年大致持平。

该行表示,轻微调升对舜宇今年至2021年的每股盈利预测2%,以反映更佳的毛利轮廓,股份目标价由95元升至110元,此相当预测2019年下半年至2020年上半年综合市盈率25倍,重申对其「买入」投资评级。

美银美林表示,继续喜好舜宇在智能手机光学市场的占有率增长,以及其在车载镜头板块有强大影响力。

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