《大行報告》高盛一舉降舜宇(02382.HK)評級至「沽售」 目標價下調33%至81元
高盛發表報告將舜宇光學(02382.HK)評級自「買入」一舉下降至「沽售」,指對於舜宇之利潤率、定價、銷售量、競爭、估值及市場對於其獲得蘋果公司訂單的高期望等因素表達關注。競爭對手正猛烈地擴張業務至攝像鏡頭及模組市場,尚未見到競爭者的產能擴張去到峰值。該行指舜宇產品均價及毛利率自2014年起持續上升,今年上半年則下跌,超出其預期。
該行下調舜宇今年全年每股盈利預測6%,2021年及2022年每股盈利預測則下調22%及36%,目標價自120元大幅下調至81元。
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