《大行報告》大摩相信舜宇(02382.HK)股價60日內將贏大市
摩根士丹利發表技術意見報告指,相信舜宇光學(02382.HK)股價將於60日內贏大市,料發生概率介乎60%至70%。該行提到,舜宇早前發盈警,預料年度應佔溢利按年減少約50%至55%,其股價隨後下挫,相信去年的基本面疲弱已被消化。該行維持「增持」評級及目標價85元。
大摩提到,雖然中國1月智能手機出貨量按年負增長被認為是該股的關鍵負面催化劑,但由於中國在去年第四季的智能手機出貨量表現已經落後於全球。考慮到利率見頂和通脹下降等宏觀利好因素,該行認為今年極有可能出現週期性復甦,相信舜宇今年潛在的盈利正成長或成為重新評級的催化劑。
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