《大行報告》美銀證券下調申洲(02313.HK)目標價至190元 評級「買入」
美銀證券發表報告,由於越南在今年第三季封城令毛利率預測下調,將申洲(02313.HK)今明兩年每股盈利預測調低分別7%及4%,最新預料集團今年下半年毛利率不高於29%,較今年上半年的29.7%下滑。該行同時將申洲股份目標價亦由193元降至190元,評級維持「買入」。
美銀表示,雖然對申洲的每股盈利預測作出修正,且疫情不明朗,但對其越南產能可快速恢復感到鼓舞,預料集團將成少數可於明年盈利增長加快的中國消費企業之一,對集團的長期增長看法保持不變。
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