《大行報告》花旗一舉降裕元(00551.HK)評級至「沽售」 目標價下調至14元
花旗發表研究報告指,裕元(00551.HK)將於11月公佈第三季業績,考慮到越南從疫情中恢復需時較預期長,加上Nike 2022財年首季度業績的中國業務交付量低於預期,估計裕元第三季業績與第二季比較將出現大幅下滑,預測製造及零售業務盈利將按季下跌66%及65%。
該行表示,由於宏觀環境仍存在挑戰,裕元今年將繼續暫停派息,基於2022年9倍市盈率,將2021至2023年盈利預測下調8%、19%及20%,目標價由23元大幅下調至14元,評級亦由「買入」一舉降至「沽售」。花旗表示,在亞洲服飾及鞋類股份中首選爲申洲國際(02313.HK)、臺灣紡織商儒鴻及鞋類代工商豐泰企業。
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