《大行报告》舜宇光学(02382.HK)投资评级及目标价(表)
舜宇光学科技(02382.HK)将於下周一(16日)公布截至去年业绩,市场料受惠去年下半年营运及毛利率改善,本网综合21间券商预测舜宇2019年纯利料介乎32.67亿至37.94亿元人民币,较2018年同期24.91亿人民币,按年增加31.2%至52.3%,中位数为35.41亿元人民币,按年增加42.2%。
新冠状病毒蔓延全球,投资者将关注舜宇管理层对智能手机设备、欧美车载镜头市场的展望,业务所潜在受到影响,基於内地厂房停工令使用率回落,关注公司毛利率前景。
本网列出23间券商对其评级及目标价:
券商│投资评级│目标价(元)
中信证券│买入│187.95元
银河──联昌│增持│182元
星展│买入│180元
麦格理│跑赢大市│172.6元
建银国际│跑赢大市│170元
海通国际│买入│170元
汇丰环球研究│买入│165.2元
大和│买入│163元
大华继显│买入│161元
花旗│买入│160元
里昂│买入│159元
国泰君安国际│收集│152元
高盛│买入│150元
野村│买入│150元
瑞信│跑赢大市│149元
招商证券国际│买入│145元
中金│跑赢行业│140元
美银证券│中性│135元
华兴资本│持有│133.1元
招银国际│持有│131元
凯基证券│持有│127.4元
摩根大通│中性│125元
摩根士丹利│减持│98元
(fc/w)
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