《大行報告》券商對舜宇光學(02382.HK)投資評級及目標價(表)
舜宇光學(02382.HK)將於本月17日公布中期業績,雖然有新冠疫情的影響,但藉著安卓新產品的周期,受惠手機鏡頭(HLS)及手機鏡頭模組(CCM)出貨強勁,料公司上半年業績仍然穩固,本網綜合5間券商,預期舜宇光學今年上半年純利介乎17.14億元至18.35億人民幣,較去年同期14.31億元人民幣,按年上升19.8%至28.2%,中位數17.32億人民幣,按年升21%。
但券商普遍關注舜宇下半年經營環境或會轉弱,靜候管理層會否更新其出貨量指引,市場對今年第三季智能手機前景趨保守,並關注同業瑞聲(02018.HK)進入光學領域所帶來競爭會令產品價格承壓。
本網列出19間券商予舜宇光學的投資評級及目標價:
券商│評級│目標價(港元)
瑞信│跑贏大市│207元
中信証券│買入│171.85元
摩根士丹利│增持│170元
摩根大通│增持│165元
招商證券│買入│165元
花旗│買入│160元
國泰君安証券│收集│156元
麥格理│跑贏大市│152元
招銀國際│買入│148元
銀河-聯昌│收集│145元
大和│買入│142元
建銀國際│跑贏大市│140.5元
中金│跑贏行業│138元
瑞銀│買入│135元
野村│中性│135元
法巴│持有│131元
匯豐環球研究│持有│127.4元
海通國際│買入│126元
高盛│買入│120元
(ta/w)
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