You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》招銀國際降舜宇(02382.HK)目標價至64.08元 估值合理維持「持有」評級
招銀國際發表報告指,對手機市場去庫存後出貨量復甦、由華為及蘋果旗艦機型帶動的規格升級感到正面,預期舜宇光學(02382.HK)平均售價改善、取得蘋果及華為的新訂單、以及市場競爭緩和,將推動今年下半年及明年盈利改善,但短期而言,近日股價上升已反映相關正面因素,9月份手機鏡頭及手機鏡頭模組出貨量按年分別增長17%及41%,大致符合預期,主要因蘋果及華為補貨及去年同期低基數。 該行指,舜宇現價反映今明兩年預測市盈率分別41.9倍及23.8倍,估值合理,市場等待更多正面催化劑,例如明年指引、投資計劃、海外擴充及新訂單,維持「持有」評級,目標價由71.03元下調至64.08元,以反映人民幣貶值的因素。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account