大华继显发布研究报告称,舜宇光学科技(02382)发盈喜,预计2024年纯利将同比增长1.4至1.5倍。该行维持公司“买入”评级,并将目标价上调至100港元。
报告中称,舜宇盈喜预测中位数较该行及市场预期分别高出13.5%和10.3%,相信主要来自手机业务的平均售价和利润率表现好过预期所带动,大华继显相应地调整预测,将2024至2026年的盈利预测上调13%、10.8%和10.7%。
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