《大行報告》瑞信升申洲(02313.HK)評級至「跑贏大市」 料越南工廠11月設備使用率可回復正常
瑞信發表報告表示,上調對申洲國際(02313.HK)投資評級,由原來「中性」升至「跑贏大市」,上調目標價由167元升至188元,此按現金流折現率作估值。
該行指透過行業渠道了解,申洲國際旗下越南工廠設備使用率正復甦,服裝及布料部門設備使用率已回復各80%及90%,估計11月設備使用率可回復正常,相信復甦可優於同業(使用率介乎40%至50%)。
瑞信指體品行業需求較弱,認為申洲在行業中最具防守性,相信股價已反映棉花成本攀升的因素。該行料公司在內地受限電措施影響有限,指旗下工廠正常營運,並指電價僅相當銷貨成本的5%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.