You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》野村升舜宇(02382.HK)評級至「買入」 目標價下調至101元
野村發表研究報告,指舜宇光學(02382.HK)年初至今股價累跌約70%,對比同期恆指下跌34%,相信跑輸大市主要是由於宏觀經濟不明朗下投資者對公司提前考慮到風險因素,以及智能手機市場需求疲軟拖累公司盈利能力所致。 野村認爲,舜宇股價大幅調整後,風險回報正在變得更吸引,其現估值相當於預測未來一年市盈率約20倍,處於2017年以來歷史範圍(介乎15至50倍)較低水平,同時相信汽車行業及蘋果公司(AAPL.US)仍是潛在的長期增長動力,因此將投資評級由「中性」上調至「買入」,但將目標價由125元下調至101元,相當於預測2024年每股盈利4.6元的約22倍。 然而由於市場需求疲軟,該行預計今年下半年盈利按年跌幅將達到62%,投資者應留意明年初的潛在盈警。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account