《大行報告》海通國際降舜宇(02382.HK)評級至「中性」 目標價下調至45元
海通國際發表報告指,自2023年10月起一直看好舜宇光學科技(02382.HK),原因包括定價環境改善、智能手機市場跌幅收窄以及光學組件規格升級等,雖然上述行業觀點未變,但考慮到該公司公布的今年增長指引遜預期,海通國際相應將其評級從「優於大市」下調至「中性」。
報告指出,舜宇2024年指引表明產品戰略調整過渡期將持續較長時間,導致利潤率前景趨弱。基於去年度業績表現及今年指引,將2024年盈利預測從23億元人民幣下調至16億元人民幣,並將目標價從68元下調至45元,對應預測2024年市盈率約27倍。
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.