《大行报告》瑞银下调舜宇(02382.HK)目标价至280元 评级「买入」
瑞银发表告指近日参与了舜宇光学(02382.HK)路演後,指公司管理层对今年增长展望正面,料手机镜头升级趋势将持续,中长期汽车镜头增长前景亦正面,并将成主要增长来源。
该行指,舜宇料今年手机镜头模组付运可按年增长20%至25%,高於市场预测,并将继续扩大镜头模组业务规模,以改善成本结构。惟均价下降影响毛利率的负面因素或抵销销售量增加的正面因素。
瑞银称,下调舜宇2021年至2023年盈测1%至2%,目标价相应自285元下调至280元,此按现金流折现率作估值及相当预测未来一年市盈率36倍,维持「买入」评级。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.