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《大行报告》美银证券上调舜宇(02382.HK)目标价至180元 评级「跑输大市」
阿思达克 03-19 15:46
美银证券发表报告表示,舜宇(02382.HK)去年下半年纯利达31亿元人民币,高於该行及市场预期22%,主因受到强劲毛利率所带动,期内毛利率达26%,相对於市场预期为20%;而收益按年下跌14%至190亿元人民币,则低於市场预期3%。

报告引述舜宇管理层表示,预期今年手机镜头出货量按年升15%至20%,车载镜头升20%至25%,及手机摄像模组亦升20%至25%,但料手机摄像模组单价持续受压,而另两种产品则表现稳定。

该行上调其今明两年每股盈利预测最多3%,目标价由165元升至180元,重申「跑输大市」评级,主因预期市场竞争持续激烈的不利因素。

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