花旗：维持舜宇光学(02382)“买入”评级 目标价79港元
花旗发布报告称，维持舜宇光学(02382)“买入”评级，为中国智能手机品牌HCM的主要供应商，预计其将受惠于HLS利润率提升、高端手机镜头解像度的提升及先进功能的迁移、现有技术优势，以及在车载镜头(VLS)等方面的快速扩张，利润率长远有提算空间，给予目标价79港元。
报告中称，舜宇去年业绩符合预期，但去年下半年毛利率同比下跌4.9个百分点至14.1%，低于市场预期，相信年是由于低端手机镜头模组(HCM)贡献提升所致。展望2024年，该行认为舜宇光学的HCM市场份额增长、手机镜头(HLS)业务苹果产品佔比提高，以及手机相关产品毛利率与产品均价上升，都将支持公司市场份额显著提升。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.