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《大行報告》麥格理:申洲(02313.HK)維持中雙位數產能增長指引 重申「跑贏大市」評級
阿思達克 05-21 14:32
麥格理發表研究報告,指申洲國際(02313.HK)管理層維持今年中雙位數產能增長指引,銷售均價料有正增長,受惠產品組合及成本轉嫁機制予品牌客戶;目標價由195元輕微降至194元,評級「跑贏大市」。

該行指出,公司柬埔寨工廠正逐步復工,並計劃於今年下半年額外增聘2,000名員工,至今年底第一期有7,000名員工,並於未來兩年再每年新增5,000至6,000名員工;越南北部受疫情影響近期有交通限制,但公司位於胡志明市廠房則無受影響。此外,新adidas越南廠房建設料今年底竣工,未來兩年料各年招聘約3,000名員工,完成新廠房全面招聘。

麥格理又稱,出口美國產品已完全由海外廠房供應,故相信面對類似有關新疆棉問題風險會較少。至於原材料成本上升,該行則相信公司可以轉嫁客戶。

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