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《大行報告》野村上調舜宇(02382.HK)目標價至150元 評級「買入」
阿思達克 03-09 13:59
野村發表報告表示,相信內地智能手機需求自2月底明顯復甦,當中認為內地手機品牌Oppo/Vivo因線下銷售比例高,料其2月銷情最差,同時反映於舜宇(02382.HK)上月出貨量上。不過,該行認為行業最壞時間或已過去,包括於2月底Oppo/Vivo的銷情已明顯改善,料於3至4月會復甦;同時小米(01810.HK)至今銷售持續強勁;華為最近為中低端型號增加了部分短缺的零件。該行補充,高端智能手機的需求復甦或會較慢,但內地智能手機的整體增長勢頭有好轉,因此上調舜宇2019年度盈利預測4%,惟降2020年度盈測2%,目標價則由100元上調至150元,維持「買入」評級。
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