《大行報告》美銀證券上調申洲(02313.HK)目標價至117.8元 重申「買入」評級
美銀證券發表報告,上調申洲國際(02313.HK)股份目標價,由103元升至117.8元,以反映明年下半年盈利正常化,及長期市場佔有率增長,使該行應用明年及2022年平均市盈率23倍(早前為應用明年市盈率20倍)。而股份評級重申「買入」,並調升2022年每股盈利預測5%。
該行表示,申洲股價年初至今跑輸MSCI中國及中國體育服飾行業分別32%及25%,認為是與疫情相關的短期風險折讓有關。美銀提到,更重要的是看到申洲的主要客戶、中國體育服飾行業及代工生產同行表示樂觀,認為集團有強大的研發、快速的交貨時間及垂直整合等支持,其基本面應快將見底,而且疫情是將加強而非削弱集團的市佔增長。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.