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《大行報告》摩通:舜宇(02382.HK)盈警較預期更差 維持「中性」評級
阿思達克 02-14 15:36
摩根大通發表報告指,舜宇(02382.HK)發盈警,料去年純利或按年跌50%至55%,至介乎22.4億至24.9億元人民幣;該行認為,發盈警並不是完全出乎意料,但盈警指引中間點仍較該行及市場預測低出25%及21%。 該行表示,現況與該行對去年智能手機需求疲軟的看法、以及為公司帶來的負面影響是互相呼應;該行指,即使公司在iPhone份額、VR及汽車方面均有新的推動因素,惟該行認為幫助有限,並無法短期內扭轉其總盈利。該行維持其目標價為110元,以及其評級為「中性」。
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