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《大行報告》中金下調舜宇(02382.HK)目標價至81.9元 上半年淨利潤遜預期
阿思達克 07-20 09:46
中金發表報告指,舜宇(02382.HK)發盈警,料上半年純利介乎4.07至4.75億元人民幣(下同),按年跌65%至70%,低於市場及該行預期。 展望下半年,中金認為,手機市場行業有望迎來溫和復甦,公司在手機光學賽道仍具備較強的產品競爭力,建議投資人關注手機潛在需求拐點到來時公司的盈利能力改善;同時,公司在車載、ARVR光學領域佈局前瞻,新興終端的光學升級或將在未來打開公司的第二成長曲線。 中金表示,考慮到公司手機光學業務盈利能力承壓,將其今年歸母淨利潤預測下調44%至14.5億元,明年則下調28%至22.3億元,並將其目標價下調14%至81.9港元,維持「跑贏行業」評級。
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