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Sunny Optical Technology (Group) Company Limited 2020-10-02T14:47 財經茄呢啡 中金公司9月14日公布公告。舜宇光學科技現在交易於26.7倍和19.2倍2020-2021年市盈率。我們保持利潤預期和跑贏行業評級,保持目標價138港元,對應31倍2020年市盈率,較當前股價具備17%上行空間。
Sunny Optical Technology (Group) Company Limited 2020-09-25T15:09 財經茄呢啡 舜宇光學科技8月手機鏡頭出貨量同比增加22%;車載鏡頭出貨量同比增加16%;手機攝像頭模組出貨量同比增加8%。該行相信,預料舜宇光學科技可以實現其全年手機鏡頭和手機攝像頭模組出貨量分別同比增加10%的指引,因此予以「中性」評級,目標價135港元。
Sunny Optical Technology (Group) Company Limited 2020-09-25T15:09 財經茄呢啡 隨著手機所需鏡頭的增多,光學鏡頭市場規模也隨之擴大好幾倍,舜宇光學作為該領域的領頭羊企業,自然也是成為最大受益者。當然,除了客觀因素外,舜宇光學本身實力出眾,才是讓舜宇光學在一眾光學鏡頭企業中脫穎而出的關鍵。
Sunny Optical Technology (Group) Company Limited 2020-09-25T15:09 財經茄呢啡 相互的客戶,包括為華為等內地手機品牌生產手機攝像頭模組的舜宇光學和丘鈦科技。該公司上星期六召開董事會後決定,涉及公司產能及收入五成的台灣廠房,完成手頭已有訂單後便會關閉,預料要遣散正職員工約六百人,涉及遣散費用約一點一億元新台幣(約二千九百萬港元),亦要為台廠的設備與資金計提約一點九億元新台幣(約五千一百萬港元)的減值損失。
Sunny Optical Technology (Group) Company Limited 2020-09-25T15:09 財經茄呢啡 手機設備股受壓,瑞聲科技跌逾1%,報41.4元,跌0.65元,舜宇光學亦跌逾1%,報118.6元,跌2元。
Sunny Optical Technology (Group) Company Limited 2020-09-18T14:58 財經茄呢啡 舜宇光學科技8月手機鏡頭出貨量同比增加22%;車載鏡頭出貨量同比增加16%;手機攝像頭模組出貨量同比增加8%。該行相信,預測舜宇光學科技可以實現其全年手機鏡頭和手機攝像頭模組出貨量分別同比增加10%的指引,因此予以「中性」評級,目標價135港元。
Sunny Optical Technology (Group) Company Limited 2020-09-18T14:58 財經茄呢啡 蘋果即將公布新產品,手機設備股顯著造好。於15:28舜宇光學漲4.8%或5.7港元,報124港元;比亞迪電子升5%或1.9港元,報39.8港元;瑞聲科技升3.2%或1.45港元,報47.15港元。
Sunny Optical Technology (Group) Company Limited 2020-09-18T14:58 財經茄呢啡 港交所最新資料顯示,2020年9月10日,JPMORGAN CHASE CO.賣入舜宇光學科技(HK 2382,最新價:123港元)股權約154.71萬股,平均價為每股約117.37港元,共計賣入約1.82億港元。在此次賣入後,JPMORGAN CHASE CO.持有舜宇光學科技的股權占比從5.94%提升為6.08%。
Sunny Optical Technology (Group) Company Limited 2020-09-11T14:50 財經茄呢啡 舜宇光學科技截至去年十二月三十一日止的全年業績方面,回報為 378.5 億元港幣,較去年同期增加 46%;集團應占期內溢利為港幣 39.9 億元港幣,較去年同期增加60.2%,表現甚為理想。重要因為手機鏡頭全年出貨量較去年增加約 41.3%。市占率於本年度居全球第二,毛利率亦進一步較去年同期上揚 1.6 個百分點至 20.5%;加上產品、客戶結構進一步優化,前景備受睇好。
Sunny Optical Technology (Group) Company Limited 2020-09-11T14:50 財經茄呢啡 縱觀舜宇光學過去的增加,可以說一直是一個優等生。從2010年上半年以來,舜宇光學的收入增速基本維持在20%以上,只有在2018年手機行業整體增速回落,舜宇光學收入增速才貶破20%。而在疫情籠罩的上半年,舜宇光學的收入增加依然維持在20%之上,其實頗為堅挺。
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