大摩:升申洲(2313.HK)目标价至140港元 重申“增持”评级
大摩发表研究报告,指重新检视Nike、Adidas及Puma的产品组合后,以及于越南及柬埔寨的人力供应,认为申洲(2313.HK)
可以于2019-22年市占率再提升7个百分点,以支持期间盈利达到年复合增长率22%。该行指市场对公司产能问题过度担心,相信未来两至三年越南仍有足够劳动力供应。
报告将申洲目标价由120港元升至140港元,并且不排除至2022年底股价升至200港元,评级重申“
增持
”。
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