《大行報告》中金升舜宇(02382.HK)目標價至140元 料明年毛利率強勁復甦
中金發表報告表示,舜宇光學(02382.HK)經過兩年的毛利率下降後,相信受惠於公司工廠自動化、競爭格局改善、以及主要客戶華為對產品規格提升下,預期舜宇旗下手機攝像模組(CCM)業務今年下半年起毛利率會復甦。
該行認為,舜宇股價及純利表現與手機攝像模組的毛利率關係密切,相信其毛利率上升1個百分點,代表純利可上升7%。
中金表示,維持對舜宇光學「跑贏大市」評級,該行上調其今明兩年每股盈利預測10%及29%,各至3元及4.23元人民幣,相應調升其目標價27%至140元,維持對其「跑贏大市」評級,建議投資者可於其明年毛利率強勁復甦之前率先吸納。
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