摩根士丹利:服裝鞋類廠商受益供給整合和需求復甦,看好申洲國際等
彭博新聞社報道,摩根士丹利稱,供給端整合以及需求復甦對亞洲服裝和鞋類生產商有利,更看好一些能夠在今年實現紀錄銷量和利潤的公司,如儒鴻、申洲國際等。
分析師Terence Cheng等在報告中指出,疫情使得中小廠商退出,優質產能偏緊,因此青睞具備多地生產、物流安排等能力的公司。
預計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2021年重拾盈利增長週期。
預計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。
也看好聚陽實業、豐泰企業、九興控股等。
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