《大行報告》匯豐研究料舜宇(02382.HK)可受惠智能手機市場復甦 重申「買入」評級
匯豐環球研究發表報告指,舜宇光學(02382.HK)股價自去年6月開始回調了30%,對比同期恆指為下跌4%,主要由於市場對集團去庫存導致手機鏡頭和相機模組出貨數據疲弱的憂慮持續。
不過,該行認為有關負面影響已大致在舜宇股價上反映,其去年第四季的Android出貨表現亦趨穩,相信集團可受惠智能手機市場復甦。
為反映出貨量、智能手機鏡頭毛利率及相機模組產品的假設下降,匯豐將舜宇2022年至2024年的純利預測分別下調8%、16%及11%,同時將其股份目標價由148.9元降至122.7元,評級維持「買入」。
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