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《大行報告》匯豐研究上調舜宇(02382.HK)目標價至148.9元 評級「買入」
阿思達克 08-19 10:06
匯豐環球研究發表報告指,舜宇光學科技(02382.HK)上半年純利13.6億元人民幣,為其早前指引範圍的低端,相信市場已大致反映集團中期業績疲弱。 該行表示,舜宇調整今年全年各業務出貨量及毛利率指引,顯示下行周期延長,因此將集團今年至2024年純利預測降低4%至5%,以反映單位出貨預測下調。考慮現價計上行空間料達24%,汽車鏡頭市場曙光初現,報告維持舜宇「買入」評級,目標價由145.7元上調至148.9元。
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