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《大行報告》花旗升申洲(02313.HK)目標價至160元 指行業呈強勁復蘇
阿思達克 10-19 12:05
花旗發表報告,重申對申洲國際(02313.HK)「買入」評級,上調對其目標價,由原來142元升至160元,指行業強勁復蘇。

該行引用–Wind數據顯示,在最近的國慶長假期之後,內地棉花價格累漲13%,主因之一服裝行業正迎來冬季旺季、第二是部分輸往歐美地區的紡織品出口訂單(襪子,地毯,毛巾),生產地正從印度轉向中國,因為中國更好地控制了新冠疫情。

花旗稱,從申洲國際今年上半年業績顯示,公司正在贏得印度,斯里蘭卡,土耳其和孟加拉等國家的市場份額,這些份額均受到新冠疫情所打擊,並上調對公司每股收益預測提高2%至4%,並將目標價從142元上調至160港元。

該行表示,相信申洲國際於今年第三季可能恢復增長(料收入可升5%),並估計第四季增長將會加快(料收入按年增10%)。

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