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《大行报告》麦格理:申洲(02313.HK)维持中双位数产能增长指引 重申「跑赢大市」评级
阿思达克 05-21 14:32
麦格理发表研究报告,指申洲国际(02313.HK)管理层维持今年中双位数产能增长指引,销售均价料有正增长,受惠产品组合及成本转嫁机制予品牌客户;目标价由195元轻微降至194元,评级「跑赢大市」。

该行指出,公司柬埔寨工厂正逐步复工,并计划於今年下半年额外增聘2,000名员工,至今年底第一期有7,000名员工,并於未来两年再每年新增5,000至6,000名员工;越南北部受疫情影响近期有交通限制,但公司位於胡志明市厂房则无受影响。此外,新adidas越南厂房建设料今年底竣工,未来两年料各年招聘约3,000名员工,完成新厂房全面招聘。

麦格理又称,出口美国产品已完全由海外厂房供应,故相信面对类似有关新疆棉问题风险会较少。至於原材料成本上升,该行则相信公司可以转嫁客户。

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