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港股異動 | 舜宇光學科技跌4% 績後遭多個大行下調目標價
格隆匯 02-15 10:43
格隆匯2月15日丨舜宇光學科技跌4.04%,報95.05港元,總市值1043億港元。舜宇光學科技12日發盈警,預計年度純利減少50%至55%。中金髮報吿指,由於當前安卓手機市場拉貨可見度較低,預計或將對舜宇盈利能力和估值水平同時形成壓力,因此下調目標價10%至108港元,評級維持“跑贏行業”。大摩發報吿指,舜宇1月份出貨量仍然疲軟,而該行分析表明,其今年不太可能維持或提高平均售價以提高毛利率,因此盈警將引起投資者對其上半年盈利前景的擔憂。維持對該股“與大市同步”評級,目標價106港元。瑞信發表報吿,將舜宇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。目標價由106港元下調至104港元,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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