《大行报告》摩通降舜宇(02382.HK)评级至「中性」 目标价上调至200元
摩根大通发表报告,下调舜宇光学(02382.HK)投资评级,由「增持」降至「中性」,但目标价由155元升至200元,并调低集团今明两年每股盈利预测3%至5%。
摩通表示,舜宇股价表现在过去十二个月跑赢恒指80%,认为已反映该行早前的预期,包括毛利扩张、潜在获得苹果公司订单,及公司旗下汽车/镜头模组需求复苏。
该行表示,对舜宇旗下产品均价及毛利展望转为相对审慎,主因相信大立光(3008.TW)及欧菲光(002456.SZ)开始使用进取定价,以维持业务规模,有关举动令行业竞争上升。(ek/w)
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