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《大行報告》海通國際降舜宇(02382.HK)目標價至68元 評級「優於大市」
阿思達克 02-27 09:52
海通國際發表報告指出,由於對智能手機需求的憂慮以及1月31日公司發布盈警拖累,舜宇(02382.HK)股價持續受壓。然而,該行認為在智能手機需求勝預期、庫存減少、近期出貨量具韌性以及光學遷移可能重新加速的推動下,舜宇股價有望反彈。 與市場對智能手機需求的憂慮相反,該行認為春節期間銷售暢旺,庫存健康,需求一直穩定,估計今年首季舜宇出貨量按季僅跌5%至7%。 此外,該行考慮到舜宇早前的盈警消息,將公司2023及2024財年的盈利預測,由15億與28億元人民幣,下調至11億及23億元人民幣,目標價由79元降至68元,維持「優於大市」評級。
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