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.
大和:重申對舜宇光學(2382.HK)正面看法 維持買入評級
格隆匯 11-23 12:51

大和發表研究報吿稱,儘管舜宇光學(2382.HK)短期面對零件短缺及手機需求放緩的壓力,但管理層仍對集團的長遠前景感到樂觀。報吿重申對舜宇的正面看法,維持“買入”評級以及260港元的目標價,以反映未來利好帶動,及車載鏡頭貢獻上升,汽車業務增長可期,強調舜宇依然是板塊中的首選。

報吿提到,舜宇維持其今年的出貨量目標,但仍留意到智能手機需求低迷及零件短缺的影響,均令該行憂慮集團下半年表現疲弱。不過,舜宇對手機鏡頭的升級仍有信心,相信在2022-2023年品牌將恢復其進取的配置升級計劃,這將對產品平均售價及利潤率有正面幫助。

大和預料,舜宇2022-23年的盈利將按年增長30%-34%,以反映在經歷下半年的低潮後,激光雷達等的強勁表現,未來配置升級以及贏得iphone/ipad的訂單,還看到車載鏡頭和AR/VR在2022-23年的增長潛力。不過,該行將舜宇2022-23財年每股盈利預測下調8-12%,以反映手機疲軟及零部件短缺的影響。

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