《大行報告》瑞銀升申洲(02313.HK)評級至「買入」 目標價下調至180元
瑞銀發表報告,將申洲國際(02313.HK)股份評級由「中性」升至「買入」,但目標價由196元下調至180元,相當於預測明年市盈率26倍,並調低對集團2021年至2023年每股盈利預測分別10%、12%及5%。
該行認為,申洲目前股價是低估了其在近期中國生產中斷後可有穩健盈利增長的能力,集團現時估值低於五年平均水平。
該行相信寧波廠房停產對申洲的影響應是短暫,由於需求強勁、行業更為集中及產能擴張,集團或會恢復穩健的盈利增長。
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