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《大行报告》花旗升申洲(02313.HK)目标价至160元 指行业呈强劲复苏
阿思达克 10-19 12:05
花旗发表报告,重申对申洲国际(02313.HK)「买入」评级,上调对其目标价,由原来142元升至160元,指行业强劲复苏。

该行引用–Wind数据显示,在最近的国庆长假期之後,内地棉花价格累涨13%,主因之一服装行业正迎来冬季旺季、第二是部分输往欧美地区的纺织品出口订单(袜子,地毯,毛巾),生产地正从印度转向中国,因为中国更好地控制了新冠疫情。

花旗称,从申洲国际今年上半年业绩显示,公司正在赢得印度,斯里兰卡,土耳其和孟加拉等国家的市场份额,这些份额均受到新冠疫情所打击,并上调对公司每股收益预测提高2%至4%,并将目标价从142元上调至160港元。

该行表示,相信申洲国际於今年第三季可能恢复增长(料收入可升5%),并估计第四季增长将会加快(料收入按年增10%)。

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