野村:維持舜宇(2382.HK)“中性”評級 目標價135港元
野村發表研究報告指,舜宇光學(2382.HK)10月份手機攝像模組出貨量按年升8%;車載鏡頭出貨量按年升43%。該行認為,手機鏡頭及手機攝像模組的出貨量皆略低於該行預期,但相信可超越其全年指引。該行維持其“中性”評級,目標價135港元。
野村預計,舜宇11月及12月手機鏡頭出貨量或放緩,因為相信三星及小米(1810.HK)第三季的增長勢頭將放緩。野村又認為,手機攝像模組出貨量將在11月及12月份有增長趨勢。
野村又指,丘鈦科技(1478.HK)10月攝像頭模組出貨量按年跌5%;指紋識別模組產品出貨量按年跌14%。該行認為,第四季出貨量應受第三季低基數影響錄得按季增長,不過未必明顯,而集團的指引保持平穩。該行維持其“中性”評級,目標價11.3港元。

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