大行評級|美銀:上調舜宇光學科技目標價至102港元 重申“買入”評級
美銀證券發表報告,重申對舜宇光學科技“買入”評級,並推展估值基礎至明年,以預測市盈率維持25倍計,將目標價由75港元上調至102港元。該行預期,由於比亞迪帶動汽車業務加速發展,加上智能手機補貼帶挈手機組合加速改善,公司的利潤率和盈利將獲得支持。美銀證券指,舜宇光學盈利預告顯示,去年下半年盈利表現較行和市場預期分別高出13%和8%。該行相應上調對舜宇光學2024至2026年盈測介乎7%至15%,並引入2027年預測。
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