摩通:申洲(2313.HK)遭控股股東減持利淡短期股價 基本面仍穩固
摩根大通發表報告表示,相信申洲國際(02313.HK)遭控股股東減持股份,會對其短期構成壓力,完成交易後協榮和富高在公司的持股量將降至44.76%及5%,每股作價較上日收市價折讓5.7%,涉資逾30億元。
該行稱,申洲國際控股股東進行配股減持,通常會影響市場對該股的投資情緒,短期股價會下滑,但無論如何,相信不會影響公司中期業務軌跡,該行對其基本面保持信心,維持對其“增持”投資評級及目標價124港元,此相當預測未來12個月市盈率22倍。
摩通表示,對申洲看法保持正面,相信其可提高市場份額,料可受廣泛海外及本地產能提升所支持,及公司進行垂直併購、有效革新、精明的自動化等。
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