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《大行報告》瑞信升舜宇(02382.HK)目標價至295元 下調瑞聲(02018.HK)目標價至32.1元
瑞信發表報告表示,檢視內地及本港上市科技股中,受惠於新能源汽車及元宇宙概念的股份,其中在硬件及零部件部分看好包括舜宇(02382.HK)在內的多隻股份。 該行上調對舜宇目檟價,由250元上調至295元,相當於2023年度預測市盈率36倍及5年歷史平均上升周期的估值,並因應公司在蘋果iOS設備、先進輔助駕駛系統及虛擬與擴增實境周期市佔增加,給予相對全球同業的溢價。該行亦給予舜宇「跑贏大市」評級,基於其視像鏡頭升級週期,長遠的車載鏡頭業務,以及虛擬與擴增實境業務。 瑞信將瑞聲(02018.HK)目標價由38.5元降至32.1元,相當於2022年預測市盈率19.3倍,同時維持「中性」評級,關注其光學鏡頭業務持續增長但面臨競爭,WLG玻塑混合鏡頭業務尚待更清晰前景,以及聲學與觸控部件與蘋果iOS設備的市佔穩定等因素。
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