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《大行報告》瑞信降舜宇(02382.HK)評級至「中性」 目標價下調至129元
阿思達克 08-17 11:29
瑞信發表報告指,舜宇光學(02382.HK)下調今年全年的指引,意味下半年的手機鏡頭模組、手機鏡頭及車載鏡頭出貨量分別按年下跌20%、下跌21%,及增長21%至32%。至於今年的毛利率亦料按年下跌,三個業務料分別為10%、30%至35%,及40%。 該行下調集團今年至2024年每股盈利預測分別21%、12%及11%,反映宏觀情況對鏡頭業務的影響較預期大,加上未來數年新業務投資的經營開支增加。 瑞信同時將舜宇光學股份評級由「跑贏大市」降至「中性」,目標價由138元下調至129元。
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