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麥格理:維持申洲國際(2313.HK)等三股“優於大市”評級

麥格理髮表報吿指,受惠於去年低基數,鞋類和紡織品供應商收入亦實現雙位數增長,假設因疫情而中斷的生產可受控,預期未來幾個月基數效應會持續,將有利於鞋類製造商的復甦;並料中國的運動服飾品牌零售商在未來幾個月持續有改善,維持申洲國際(2313.HK)、裕元(0551.HK)及滔搏(6110.HK)“優於大市評級。

麥格理表示,裕元子公司寶勝(3813.HK)5月收入按年下降21%至18.9億元人民幣,主因去年基數較高;若與疫情前的水平相比,其收入跌幅已較4月有所收窄,故認為最壞時間已經過去,並料滔搏在5月份的復甦速度或會優於寶勝。

該行又指,裕元5月製造業收入按年增長約26%,但較2019年同期低19%;利用率料保持高水平,但管理層正在密切關注越南疫情的發展,惟相信影響可控。

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