玉晶光(3406)今日僅美林證券發布績效評等報告，評價為看空，目標價為470元。
預估 2024年度營收約254.8億元、EPS約35.55元。

值得注意的是，美林證券評等由中立轉向看空，認為：『We downgrade Genius to Underperform from Neutral as we expect a slower share gain in iPhone’s high-end lens and likely rising pressure from its key competitor Largan. We note that the better-than-expected VR demand and Vision Pro pull-in could help partially offset negatives this year, but VR/MR visibility remains low in 2025- 26. We slightly cut 2024-25E earnings by 1-4% and our 2024-26 estimates are 6-29% below the consensus. We lower our PO to NT$470 (15x 2025E P/E) from NT$540 (15x 2024E P/E) after a valuation base rollover. We keep our multiple unchanged at 15x (historical average), reflecting new VR/MR launch momentum into 2H24-2025 as well as Taiwan tech sector re-rating following AI momentum.』。

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