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.
大行評級|大摩:舜宇管理層未如預期調整經營指引或會令部分投資者失望
格隆匯 06-19 13:18
摩根士丹利發表研報指,舜宇光學科技近日舉行投資者交流活動,由於管理層未如預期調整經營指引,或會令部分投資者感到失望,考慮到智能手機需求復甦已步入正軌,預料市場未來將主要關注利潤率回升幅度。舜宇預計今年度全球智能手機出貨量將按年增長3.5%至11.69億部,增幅比原先預測高出1.7個百分點,當中摺疊式智能手機的出貨量預期按年增長39%。大摩相信,在行業規格升級趨勢下,舜宇將重點關注更大像素、混合式大光圈、潛望式鏡頭、更小型鏡頭以及高階OIS等,從而捉緊增長機遇。而在車載鏡頭方面,大摩重申舜宇仍是行業龍頭,增長優勢明顯,憧憬其市場份額將持續提升;而激光雷達、智能車燈及抬頭顯示(HUD)都可能成為新增長動力,看好舜宇維持領先行業地位,評級“增持”,目標價57港元。
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