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《大行報告》大摩下調舜宇(02382.HK)目標價至90元 評級「增持」
阿思達克 08-04 10:53
摩根士丹利發表研報指,相應舜宇光學(02382.HK)早前發盈警,相應將上半年收入預測下調5%至8%,盈利預測下調30%至48%,銷量及產品均價預期亦降低,相信舜宇管理層將在中期業績會中下調全年出貨量目標。 該行表示,投資者關注上半年產品平均售價及利潤率走勢,認為未來2至3個月舜宇的股價格將在70至90元之間波動,基於中期業績表現將目標價由106元下調至90元。 但考慮到4月至5月份出貨量已見底,預期公司7月至8月份盈利水平亦將見底,大摩建議投資者趁低吸納,從而捕捉下半年復甦趨勢,維持「增持」評級。
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