花旗:亞洲服裝製造商短線或獲利回吐 看好申洲國際(2313.HK)
花旗發表研究報告指,亞洲服裝和鞋類製造商板塊短線或面臨獲利回吐,但板塊中仍最看好申洲國際(2313.HK),因其從受到疫情打擊的競爭對手中獲得市場佔有率。
花旗指,預計亞洲服裝製造商股價將回落的原因包括adidas對四季度的前景更加謹慎,且裕元集團(0551.HK)10月份銷售略低於預期。該行續指,不過adidas四季度指引亦顯示,其全球渠道的高庫存將在年底前恢復到正常水平,這顯示亞洲供應鏈將從2021年開始復甦。
花旗又指,互太紡織(1382.HK)即將公佈的業績料將見底,到2023年公司盈利複合年增速約10%。
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