《大行報告》花旗下調舜宇(02382.HK)目標價至140元 或現獲利回吐壓力
花旗發表報告表示,自去年第四季起一直將舜宇光學(02382.HK)列為Android手機市場復甦趨勢的首選股份,現時公司股價已由低位累計反彈75%,雖然目前仍處於歷史估值的較低水平,但相隨著農曆新年數據發布,市場樂觀情緒或會轉弱,料其可能會出現獲利回吐壓力。
該行指出,假期過後舜宇的強勁勢頭似乎難以為繼,1月份出貨量數據可能乏善可陳,數據趨勢惡化可能反映出近期存在下行風險,因此將對舜宇光學展開為期30天的負面觀察,預計未來幾星期數據會因假期效應而減弱,將目標價由160元下調至140元。
但花旗亦強調,對舜宇基本面出現週期性復甦的長期看法維持不變,維持「買入」評級。
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