《大行報告》麥格理降舜宇(02382.HK)目標價18%至68.2元 評級「中性」
麥格理發表報告指,舜宇(02382.HK)日前發盈警,預計中期淨利潤將下降65%至70%,遜該行預期。目標價由83.2元下調至68.2元,維持「中性」評級。
該行指,智能手機需求疲軟、相機去規格化和競爭加劇導致上半年舜宇出貨量下降,平均售價和利潤率亦都面臨更大的壓力,因此下調舜宇2023年至2025年出貨量預測,盈利預測相應分別下調22%/13%/13%。
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