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《大行報告》瑞信下調舜宇(02382.HK)目標價至104元 評級「中性」
阿思達克 02-14 10:06
瑞信發表報告,將舜宇(02382.HK)去年至明年每股盈測分別下調16%、14%及13%,以反映去年度盈警、高於預期的平均售價和毛利率壓力,以及營業開支。 瑞信指,舜宇2022財年指引整體遜該行及市場預期。考慮到智能手機客戶審慎的補貨,持續的平均售價和毛利率壓力以及對新項目持續投入研發開支,認為今年上半年的業務將保持疲軟。目標價由106元下調至104元,以反映最新外匯假設下的盈利壓力,保持「中性」評級。
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