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交银:上调舜宇光学(2382.HK)评级至买入 目标价升至130港元
格隆汇 03-18 13:36

交银国际发表研究报告表示,舜宇光学(2382.HK)去年业绩超出该行及市场预期,主要是由于手机镜头及模组的平均售价好于预期,令收入和毛利率较预期高。该行将其评级由“中性”上调至“买入”,基于2020/21年每股盈利平均值的23倍,将目标价由115港元上调至130港元。

报告指,公司今年资本支出将专注于产能升级和未来增长计划,而不是继2019年后再次提升短期产能。出货量方面,公司指引今年手机镜头、摄像头模组及车载镜头分别按年增长10%、15%及20%。

交银表示,虽然近期需求受到打击,但公司的长期前景不变,舜宇股价随大市下跌了30%,将可视为长线买入良机。

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