《大行報告》大摩上調海天國際(01882.HK)目標價至39元 評級「增持」
大摩發表研究報告指,海天國際(01882.HK)訂單受本地需求支持,管理層對海外業務展望維持樂觀,目標價由35元升至39元,評級「增持」。
該行指,公司目前在手訂單已安排至6月,而公司目前於海外8個地方有生產廠房。其中, 土耳其銷量由2019年300件增至900件,越南銷量按年增28%至1,700件。集團去年底產能為4萬件,預期今年可增加。
該行又指,雖然今年上半年成本有上升壓力,但管理層相信可透過改善經營效率維持毛利穩定。
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