You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大摩:維持舜宇(2382.HK)“增持”評級 目標價208港元
格隆匯 06-10 16:14

摩根士丹利發表研究報吿指,舜宇光學科技(2382.HK)5月的出貨量數據證實其手機鏡頭出貨量正受逆風影響,但車載鏡頭及手機鏡頭模組出貨量則似乎超預期,預期鏡頭出貨量將在未來幾個月開始穩定。該行維持其“增持”評級,目標價208港元

該行指,車載鏡頭5月份出貨量按年升160%,雖然是受去年低基數帶動,但強勁的增長動能令人印象深刻;年初至今車載鏡頭出貨量按年升92%,遠超公司全年指引的按年增長20-25%。另外手機鏡頭的毛利率表現將成為未來股價的催化劑,又指市場似乎未留意到這個對行業的正面因素。

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.
uSMART
Wealth Growth Made Easy
Open Account