《大行报告》麦格理:舜宇(02382.HK)付运呈健康复苏 在行业布局良好
麦格理发表报告表示,舜宇光学科技(02382.HK)公布今年8月产品付运按月呈健康复苏,手机镜头出货量按月升19.4%(按年22%),主要受益於来自韩国客户订单持续改善,今年首八个月手机镜头出货量按年升19%,出货量如期达到管理层指引目标,相信藉更佳的规模优势及使用率,料相关业务毛利率可望持续改善。
该行认为舜宇在市场具良好的布局,可应对华为的手机市场转至其他手机厂商的环境,并相信其他安桌手机公司会提升镜头配置,以争取华为流失的市场份额,相信舜宇有能力维持其营运规模。
麦格理称,维持对舜宇「跑赢大市」投资评级,及目标价152元,此相当明年预测市盈率25.7倍。
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