《大行報告》大和首予裕元(00551.HK)「跑贏大市」評級 目標價14元
大和發表研究報告,指首予裕元(00551.HK)「跑贏大市」評級,目標價14元,相信市場在公司首季業績後會有重新的看法,因應考慮全球供應商加速合併、市場報復性消費的可能、在疫情後人民對健康關注度提升,明年盈利可望有強勁反彈。
該行指,有信心公司在疫情過後,可以提升市佔率,主因一些國際品牌將利用供應鏈中斷加速供應商整合,以及部份細廠倒閉。而公司在運動鞋方面的佔比較多,而旗下客戶在電商方面有好表現,相信可帶動公司,預期今年OEM業務會錄輕微虧損,因廠房搬遷所致,但相信已在首季的業績中反映。
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