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《大行报告》法巴:舜宇(02382.HK)估值合理 评级「持有」看192元
阿思达克 03-22 14:37
法巴发表研究报告指舜宇(02382.HK)盈利增长於未来5年相信可以有平均28%的增速,预期更多智能手机采用多镜头模组,以及5G升级周期都有助带动手机镜头和模组增长,有关部份占公司收入80%以上,即相等於镜头需求增长会维持强劲。

该行指,公司光学组件毛利由2014年的26.7%升至2019年的45.2%,反映产出收益率有很大的改善,预期镜头业务在未来5年将贡献毛利平均达69%。该行对公司镜头业务感乐观,但对模组业务感审慎,因易受原材料压力和价格竞争影响。

该行又指,公司期望多元化其客户基础以包括环球品牌,如苹果公司等,未来公司如果可以进入iPhone镜头供应链,则会成长远利好因素,目前评级「持有」,目标价192元。

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