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《大行報告》富瑞升舜宇(02382.HK)評級至「持有」 目標價下調至64.3元
阿思達克 08-24 09:36
富瑞發表評級報告指,舜宇(02382.HK)上半年收入按年跌16%至142.79億元人民幣,遜於預期。毛利率下跌5.8個百分點至14.9%,遜於預期。純利按年跌68%至4.37億元人民幣,遜於預期。管理層指出,越南工廠或明年下半年啟動,旨在滿足額外產品日益增長的需求,而非重新安置現有的生產力。該行將公司在2023年至26年收入預測下調10%,純利則下調18%,並將其目標價由72.98元下調至64.3元,評級由「跑輸大市」升至「持有」。(ca/u) ~
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