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《大行报告》高盛上调申洲(02313.HK)目标价至184元 评级「买入」
阿思达克 03-30 10:28
高盛发表研究报告,指申洲国际(02313.HK)去年下半年业绩符预期,其按年逾15%的产能扩张展望令人惊喜(历史上按年升10%至15%),并受主要客户订单按年双位数强劲增长所支持。虽然投资者或忧虑外汇波动及原材料成本增长,管理层指价格会反映趋势,当中生产能力增长可成催化剂。该行升其今明两年盈测约6%,维持「买入」评级,目标价由175元升至184元,相当於明年预测市盈率30.6倍。

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