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大摩:看好申洲國際(2313.HK)等公司 料受惠於供給整合和需求復甦
格隆匯 01-27 13:05

摩根士丹利發表研究報吿指,供給端整合以及需求復甦對亞洲服裝和鞋類生產商有利,看好一些能夠在今年實現紀錄銷量和利潤的公司,如申洲國際(2313.HK)等公司。

大摩表示,疫情令中小型廠商退出,優質產能偏緊,因此看好具備多地生產、物流安排等能力的公司,預期服裝和鞋類生產商訂單將具有更好的平均售價和更高的利潤率,並在今年重拾盈利增長週期,料覆蓋的生產商今年上半年將實現15%的收入增長和27%的盈利增長。該行又看好聚陽實業、豐泰企業、九興控股(1836.HK)等。

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