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《大行報告》大摩上調舜宇(02382.HK)今明兩年盈測 評級「增持」
阿思達克 10-12 09:59
摩根士丹利發表研究報告,預期受惠於客戶群調整及汽車市場復甦,舜宇光學科技(02382.HK)第四季出貨量料續帶來驚喜。

大摩指,雖然缺少華為訂單會令市場上鏡頭產品轉移趨勢減慢,但發現近期來自OPPO、Vivo、小米(01810.HK)及三星的訂單激增,相信舜宇第四季鏡頭及手機鏡頭模組(CCM)銷售增長勢頭仍然強勁。

該行又指,今年汽車市場需求曾被干擾,但近期已見復甦,反彈勢頭料持續至2021年,預期汽車鏡頭模組明年銷售可翻倍,相應將2020至2021年每股盈測上調3%及2%,並予「增持」評級,目標價150元。

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