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《大行報告》大摩降互太紡織(01382.HK)目標價至4.65元 評級「與大市同步」
阿思達克 12-02 11:41
摩根士丹利發表研究報告,更新對互太紡織(01382.HK)的風險回報預測,將其2022財年上半年的業績納入該行的模型中,對其2022至2024財年每股盈利預測,分別下調12.1%、14.9%及10.7%,目標價由4.85元降至4.65元,認爲在充滿挑戰的環境下,料其2022至2024財年的利潤複合年均增長率爲5%,維持「與大市同步」評級。 該行期望,互太紡織的高端產品能受惠於供給側整合,推動穩定的訂單流入。而公司重點品牌訂單逐步恢復,應可導致利用率改善及一定的收入復甦。但公司產品均價增長並不完全抵銷原材料價格上漲的問題,因此利潤前景仍然具不確定性。
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