《大行报告》瑞信升舜宇(02382.HK)目标价至146元 多镜头趋势助市场重估
瑞信发表报告表示,上调对多镜头(muti-cam)今年渗透率预测由65%升至68%,并调高对三镜头今年采应比率预测由20%升至25%,并上调对三镜头明年采应比率预测由30%升至37%,反映手机镜头模组及镜头需求高於预期。该行亦上调对其2020年手机镜头模组付运增长预测,由原来23%升至24%,并升2021年手机镜头模组付运增长预测,由原来13%升至15%,料产品均价可各升5%及6%。
该行指,亦调高对手机镜头2020年付运按年增长预测,由28%升至30%,上调对手机镜头2021年付运按年增长预测,由22%升至25%。该行估计,手机镜头供应链於中国农历新年之前会有所调整,但相信在多镜头趋势下长期结构前景仍稳固,有助市场对舜宇光学(02382.HK)进行重估。
瑞信称,重申对舜宇光学「跑赢大市」投资评级,上调对其目标价由141元升至146元,此相当预测2020年市盈率28倍,同时上调对其2020年及2021年每股经调整盈利预测各4%及7%,各至4.62及6.03元人民币。
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