《大行报告》大摩下调舜宇(02382.HK)目标价至90元 评级「增持」
摩根士丹利发表研报指,相应舜宇光学(02382.HK)早前发盈警,相应将上半年收入预测下调5%至8%,盈利预测下调30%至48%,销量及产品均价预期亦降低,相信舜宇管理层将在中期业绩会中下调全年出货量目标。
该行表示,投资者关注上半年产品平均售价及利润率走势,认为未来2至3个月舜宇的股价格将在70至90元之间波动,基于中期业绩表现将目标价由106元下调至90元。
但考虑到4月至5月份出货量已见底,预期公司7月至8月份盈利水平亦将见底,大摩建议投资者趁低吸纳,从而捕捉下半年复苏趋势,维持「增持」评级。
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