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大和:重申舜宇光學科技(2382.HK)買入評級 目標價降至225港元
格隆匯 05-14 12:44

大和發表研究報吿指,隨着零部件短缺及庫存調整而使訂單量下降,短期內舜宇光學科技(2382.HK)手機付運量受壓,故下調2021年至22年盈利預測6%,短期內公司股價或現波動,建議投資者逐漸累積公司股份,因其手機及汽車產品長遠將走強,下調目標價由256港元至225港元,重申買入評級,公司仍為行業首選股份。

該行表示,調查顯示智能手機在五一黃金週的銷售並不熱烈,而公司作為手機攝像模組及手機鏡頭產品的Android品牌龍頭供應商,或未能在是次銷售中倖免,預期公司今年手機鏡頭訂單按年升15%,手機攝像模組訂單按年升20%。

該行指出,預料車載鏡頭銷售量按年升28%,認為今年車載鏡頭應能達到公司年度目標,料公司於2021年至22年錄營運盈利按年增長21-35%,下調2021年至22年每股盈利預測6%。

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