《大行報告》花旗降舜宇(02382.HK)目標價至63.5元 保守指引重設預期
花旗發表報告指,舜宇(02382.HK)管理層對今年手機攝像模組、手機鏡頭和車載鏡頭的出貨量按年增長率分別為0%、5%和10%,全部差過預期,該行預期分別為增長6%、6%和15%。
該行將舜宇2024和2025財年淨利潤分別下調20%和27%,目標價由79元下調至63.5元。在昨日(21日)股價下跌13%之後,似乎大部分已反映令人失望的業績指引。維持「買入」評級。
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