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瑞銀:上調舜宇(2382.HK)目標價至145港元 維持“買入”評級
格隆匯 09-24 10:45
瑞銀髮表研究報告上調舜宇(2382.HK) 2019-21年盈利預期2-16%,以反映手機鏡頭的強勁增長,以及均價提升,相信公司可以受惠4000萬像素以上鏡頭的手機設計,以及未來鏡頭組合提升的可能。
該行指,國內手機生產商建立庫存,令公司第三季出貨有強勁支持,第四季仍存在不確定性,特別是華為仍然受美國製實體清單影響,但韓國等的其他市場可有助降低風險。
該行表示,因應近期股市的波動,投資者或希望等待更多的催化劑,但目前舜宇估值相當於2020年市盈率20倍,對比過去3年的11-52倍,相信已是捕捉2020年增長的購入良機,目標價由125港元上調至145港元,評級維持“ 買入 ”。
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