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《大行報告》麥格理下調舜宇(02382.HK)目標價至142.1元 評級「中性」
阿思達克 03-23 11:03
麥格理發表報告指,由於舜宇(02382.HK)去年收入按年降8%、按半年降11%至17.66億元人民幣,低於該行3%及市場7%的預期,毛利率則按年跌4.8個百分點,按半年跌3.5個百分點,低於該行和市場預測的3.9及2.3個百分點。 該行料公司今年在車載鏡頭、手機鏡頭和手機攝像模組銷量將有18%、13%和9%的增長,並預計今年收入則按年增11%,毛利率按年稍降0.7個百分點,以反映近期不利的產品組合,而經營利潤則按年有5%的增長。 該行將公司在2022年至23年淨利潤預測下調18%及10%,反映平均售價較低及手機鏡頭和手機攝像模組業務的毛利率預測影響,並將目標價下調13%至142.1元,,並維持其評級為「中性」。(ca/a) ~
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