大行評級|里昂:微升舜宇光學科技目標價至88.6港元 維持“跑贏大市”評級
里昂發表報告指,指舜宇光學科技指引手機業務前景良好,汽車業務前景令人鼓舞。公司預期手機鏡頭(HLS)出貨量將較去年同期增長5%,平均售價及利潤率將改善。公司目標是手機相機模塊(HCM)出貨量增長5%至10%,平均售價持平,利潤率較高;車用鏡頭出貨量指引增長15%至20%,利潤率穩定。
該行大致維持對其盈利預測,並將目標價由88.3港元輕微上調至88.6港元,維持“跑贏大市”評級。
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