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《大行報告》瑞信下調舜宇(02382.HK)目標價至138元 評級「跑贏大市」
瑞信發表評級報告表示,舜宇光學科技(02382.HK)發盈警,料今年上半年純利按年跌45%至50%,至介乎約13.44億至14.78億元人民幣,分別較該行及市場預測低出13%及24%,主要是受到人民幣貶值,以致集團發行6億美元債券出現未變現外匯虧損約2.01億元人民幣。 該行表示,即使市場充滿挑戰,料公司上半年純利仍優於同行,料瑞聲科技(02018.HK)純利按年跌72%,另丘鈦科技(01478.HK)純利料按年跌50%至70%。 該行表示,考慮到集團發行美元債券出現未變現外匯虧損,將集團今年、明年及2024年的各年每股盈測分別下調8%、2%及2%,並將其目標價由141元下調至138元,降2.1%,維持其評級為「跑贏大市」。
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