瑞信:維持舜宇光學(2382.HK)優於大市評級 目標價250港元
瑞信發表研究報吿指,舜宇光學科技(2382.HK)10月份手機鏡頭模組、手機鏡頭及車載鏡頭出貨量按年分別跌11%、28%及23%,按月則分別跌5%、跌13%及升4%;年初至今出貨量分別按年升15%、跌6%及升33%,全年指引或有下調空間,該行將其全年出貨量預測分別調整至按年升21%、持平及升30%。該行維持其優於大市評級,目標價250港元。
瑞信指,10月份中國智能手機外銷出貨量按年持平,當中安卓手機按年跌超過20%,或會阻礙客户於第四季補貨,預期舜宇11月出貨量同比下跌將收窄,不過按月或只有有限的改善。該行早前已下調其盈利預測,以反映安卓手機疲弱,公司出貨量及毛利率指引未有調整,而自9月初起股價已調整14%,似乎已反映部份情況。

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