《大行报告》券商对舜宇光学(02382.HK)投资评级及目标价(表)
舜宇光学(02382.HK)将於本月17日公布中期业绩,虽然有新冠疫情的影响,但藉着安卓新产品的周期,受惠手机镜头(HLS)及手机镜头模组(CCM)出货强劲,料公司上半年业绩仍然稳固,本网综合5间券商,预期舜宇光学今年上半年纯利介乎17.14亿元至18.35亿人民币,较去年同期14.31亿元人民币,按年上升19.8%至28.2%,中位数17.32亿人民币,按年升21%。
但券商普遍关注舜宇下半年经营环境或会转弱,静候管理层会否更新其出货量指引,市场对今年第三季智能手机前景趋保守,并关注同业瑞声(02018.HK)进入光学领域所带来竞争会令产品价格承压。
本网列出19间券商予舜宇光学的投资评级及目标价:
券商│评级│目标价(港元)
瑞信│跑赢大市│207元
中信证券│买入│171.85元
摩根士丹利│增持│170元
摩根大通│增持│165元
招商证券│买入│165元
花旗│买入│160元
国泰君安证券│收集│156元
麦格理│跑赢大市│152元
招银国际│买入│148元
银河-联昌│收集│145元
大和│买入│142元
建银国际│跑赢大市│140.5元
中金│跑赢行业│138元
瑞银│买入│135元
野村│中性│135元
法巴│持有│131元
汇丰环球研究│持有│127.4元
海通国际│买入│126元
高盛│买入│120元
(ta/w)
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