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大行評級|大摩:上調舜宇光學科技目標價至72港元 市場定位較大立光更佳
格隆匯 10-10 13:41
摩根士丹利發表報吿指出,大立光收入於8月高達70億元新台幣,但9月份出現下滑,意味着其潛望鏡業務的正面影響已基本反映,因此估計公司未來正面驚喜可能較少,將其目標價由3,800元新台幣下調至2,800元新台幣,評級由“增持”降至“與大市同步”。該行另預期大立光將於11月披露的第三季業績表現良好,建議投資者可趁機會獲利離場,換馬至舜宇光學科技。該行認為,舜宇的市場定位更佳,雖然公司過去幾個月的出貨量疲弱,可能降低投資者的預期,但該行料公司將於明年首季有所改善,支持估值重評,另預期公司有望恢復毛利,而從北美客户獲得更多市場份額的潛力,將成為另一個正面催化因素。該行對舜宇的目標價由59港元上調至72港元,評級“增持”。
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