《大行报告》美银证券下调舜宇(02382.HK)评级至「中性」 降目标价至135元
美银证券发表报告下调舜宇光学(02382.HK)投资评级,由「买入」降至「中性」,目标价由150元降至135元,此相当今年市盈率25倍。上半年市场回软或会限制股价表现,但货币宽松政策可带来支持作用。
该行指,基於内地疫情对公司业务前景的影响,决定调低对舜宇光学今年每股盈利预测8%,由4.86元降至4.49元人民币,调低对其2021年每股盈利预测3%,由5.78元降至5.6元人民币。
美银证券料内地疫情将影响供应链,料2月至3月月度产能付运会放缓,该行决定下调上半年手机镜头模组镜头付运预测各13%及4%,估计公司管理层於3月公布业绩时指引会转趋保守。(wl/u)
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