大和升舜宇(2382.HK)目标价至115港元评级“买入”
大和发表报告指,舜宇(02382.HK)上半年手机镜头模组业务虽疲弱,相关业务毛利率亦逊预期,业绩表现仍然强劲,营运盈利按年增长10%至16.5亿元人民币,高于该行及市场预期8%至10%,主要受惠於手机镜头均价提升。管理层并提升今年手机镜头出货量指引,自按年增长25%至30%,提升至增长30%。为配合强劲需求,今年资本开支亦自30亿元人民币提升至40亿元人民币。

该行重申舜宇“买入”评级,目标价自110港元上调至115港元。惟对手机镜头模组未来收入及毛利展望更趋谨慎,加上宏观环境的不确定性,降舜宇今明两年每股盈利预测5%至6%。
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