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《大行報告》瑞信下調舜宇(02382.HK)目標價至106元 評級「中性」
阿思達克 11-21 10:05
瑞信發表報告,將舜宇光學(02382.HK)今年每股盈利預測下調2%,反映匯率影響更大,明年及2024年每股盈測亦分別調低13%及11%,主因智能手機鏡頭市場的復甦緩慢、南韓客戶的業務競爭上升、AR/VR業務的增長低於預期,及新的高檔項目令經營開支增加。 該行同時將舜宇股份目標價由129元下調至106元,評級維持「中性」,認為智能手機的庫存水平及邊際需求改善將是近期的催化劑,加上集團的估值屬合理。
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