富瑞:舜宇光學(2382.HK)上半年盈利超預期 升目標價至255.58港元
富瑞發表研究報吿指,舜宇光學(2382.HK)上半年盈利超預期,主要由於更高的相機模組產能利用率及更多自動化,管理層亦更樂觀。該行上調其目標價27%至255.58港元,並將評級由持有上調至買入。
該行指,管理層預期毛利率將在今年較早前預測擴張,管理層上調車載鏡頭出貨量預測10個百分點至按年升30-35%;下調手機鏡頭出貨量指引5個百分點至按年升5-10%,料智能手機業務將因為更多來自三星及蘋果的市佔率帶來穩定增長。

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