《大行報告》大摩料舜宇(02382.HK)第二季付運可續按季增長 重申「增持」評級
摩根士丹利近日發表報告表示,估計受惠於中國市場回穩,料中國智能手機代工商於今年第二季度不會如iPhone般銷量下滑,估算舜宇光學(02382.HK)今年第二季產品付運應最少達到按季持持平,甚至可能錄得按年增長。
該行指,舜宇光學今年首季旗下鏡頭模組付運按年升43%、手機鏡頭付運按年增長37%,增速超過全年管理層指引,相信是由於2019年首季基數較低,並估計舜宇於今年第二季度不會如iPhone般銷量下滑。
大摩稱,重申對舜宇光學「增持」投資評級及目標價150元,料舜宇全年手機鏡頭銷量指引可輕易高於預期,料其手機鏡頭銷量可按年升9%至10%,至2020年年底前每月可維持相關產品付運量1.2億至1.3億件。
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