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《大行報告》高盛上調舜宇(02382.HK)目標價至92元 評級「沽售」
阿思達克 03-23 12:58
高盛發表報告指,市場對舜宇光學(02382.HK)去年下半年毛利率高於預期反應正面,該行重申對其相機板塊看法保守,相信相關有利因素已見頂,不利因素包括產能過剩,及與同業的技術水平差距已拉近,維持「沽售」評級。

報告指,雖管理層對今年銷售量指引正面,惟去年下半年收入分別低於該行及市場預期19%及7%,按年計更跌14%。

該行下調舜宇今年手機鏡頭收入預測4%,惟上調2022年預測2%,2023年預測上調8%,2024年預測上調5%。上調今明兩年舜宇收入預測分別3%及13%,稍降毛利率預測,下調今年純利預測2%,明年盈測則上調4%,目標價上調13%至92元。

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