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《大行報告》摩通:申洲(02313.HK)中期純利及收入均勝預期 受惠毛利率
阿思達克 08-25 14:38
摩根大通發表報告表示,申洲國際(02313.HK)今年上半年銷售按年持平,優於該行原預期按年跌2%,純利按年升4%,亦優於該行原預期按年下滑7%,主要受惠代工產品銷售增長、來自歐洲的體育用品需求、日本對女性貼身衣需求回升、及口罩生產等,期內毛利率30.9%亦優預期(該行原料30.4%),每股派中期息0.9元,相當派息比率49%,按年持平。

該行指,將參與申洲國際分析員會議,將關注公司今年下半年訂單復蘇趨勢、下半年生產線的使用率情況、今年來自主要客戶訂單增長、毛利率及營業費用趨勢等,該行予申洲「中性」評級及目標價91元。

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