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《大行報告》大摩相信申洲國際(02313.HK)未來60天股價將上升
阿思達克 06-17 11:32
摩根士丹利發表技術意見報告,相信申洲國際(02313.HK)未來60天股價將上升,料發生此概率逾80%,予其「增持」評級及目標價118元,此相當預測明年市盈率24倍及動態市盈率1.8倍,料其2019年至2021年每股盈利複合增長率為14%。

該行指,申洲近期股價經調整後,認為短期價值已顯現,公司作為代工商,旗下各戶為多個大型體育用品的品牌企業,估計申洲於今年4月至5月訂單將會趨升,並見Nike及Adidas已開始調整訂單。

大摩估計,申洲今年8月下旬至9月的訂單會更強勁地復甦,並指該股目前估值僅預測2021年市盈率19倍,指其在行業處領先位置及執行力鞏固,目前估值吸引。(wl/k)

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