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港股異動 | 舜宇光學科技(2382.HK)跌7.14% 競爭愈趨激烈 投行降低目標價
格隆匯 03-02 10:11
格隆匯3月2日丨舜宇光學科技(2382.HK)跌7.14%,報169.2港元,總市值1855億港元。瑞銀髮布研究報吿稱,維持該公司中性的評級,目標價由230港元削減13%至200港元,下調2021/22年每股盈利預測9%/11%;並預期其2021/22年每股收益分別同比增長9%和14%,明顯較2018-20年複合年增長率40%為慢。大摩發佈研究報吿稱,予舜宇光學科技“與大市同步”評級,目標價由255港元下調21.6%至200港元,對應今年預測市盈率約30倍,報吿中稱,由於去年出貨量較預期疲弱,預計舜宇盈利具風險,將全年收入預測下調8%,加上全球智能手機鏡頭行業競爭愈趨激烈,或為市場份額或利潤率帶來不利影響,因此將舜宇去年下半年及今年手機鏡頭與鏡頭模組全球市場份額預期下調約4%。該公司2月11日發公吿稱,1月手機鏡頭模組出貨量1.31億,同比下降11%,主要是因為去年同期出貨量基數較高且現時整體智能手機市場需求疲軟。

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