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《大行》海通國際升舜宇光學(02382.HK)目標價至90.53元 維持「跑贏大市」評級
海通國際發表研究報告指,舜宇光學(02382.HK)上半年收入大致符合預期,其盈利能力是一個關鍵亮點,純利按年增52.6%至16.5億元人民幣。另該公司管理層重申,有信心收入可持續錄得中至高個位增幅。 該行預計舜宇光學將錄得更高利潤率,因爲公司的智能手機出貨量保持穩定,並預計今年鏡頭及模組的均價將分別提高25%和13%,並在明年升1.6%和6%;汽車產品業務收入預計在今明兩年增長20%和18%;各業務板塊的利潤擴張。綜合而高,該行將公司目標價由72.1元上調至90.53元,維持「跑贏大市」評級。
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