You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》麦格理上调申洲(02313.HK)目标价三成至195元 评级「跑赢大市」
阿思达克 03-17 09:59
麦格理发表报告指,申洲国际(02313.HK)今年开始主要於柬埔寨及越南的下一阶段扩产计划,借助其垂直整合及地理多元化的生产基地,相信集团可推动未来盈利加速。

该行认为,在更为健康的生活方式及运动休闲趋势持续支持运动服饰需求下,集团在碎片化的服装供应链中的占有率有良好定位,预期集团今年至2023年的收入可有近20%的增长,高於全球运动服饰行业9%至10%的年均复合增长率,意味其市占可进一步增加。

麦格理上调申洲股份目标价三成,由151元升至195元,评级维持「跑赢大市」,并调低集团去年盈利预测6%,以反映汇兑损失。至於今明两年盈测则分别升0.4%及1.7%,主因运动服饰及休闲服需求复苏,令其有更佳的组合转移。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account