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《大行報告》美銀證券下調舜宇(02382.HK)評級至「中性」 降目標價至135元
阿思達克 02-25 12:21
美銀證券發表報告下調舜宇光學(02382.HK)投資評級,由「買入」降至「中性」,目標價由150元降至135元,此相當今年市盈率25倍。上半年市場回軟或會限制股價表現,但貨幣寬鬆政策可帶來支持作用。 該行指,基於內地疫情對公司業務前景的影響,決定調低對舜宇光學今年每股盈利預測8%,由4.86元降至4.49元人民幣,調低對其2021年每股盈利預測3%,由5.78元降至5.6元人民幣。 美銀證券料內地疫情將影響供應鏈,料2月至3月月度產能付運會放緩,該行決定下調上半年手機鏡頭模組鏡頭付運預測各13%及4%,估計公司管理層於3月公布業績時指引會轉趨保守。(wl/u) ~
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