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港股異動 | 申洲國際(2313.HK)放量跌超6% 機構下調近2年盈測
格隆匯 01-26 14:42
格隆匯1月26日丨申洲國際(2313.HK)跌6.65%,報144.6港元,成交額放大至8億港元,總市值2175億港元。美銀證券指出,基於申洲國際自去年第三季以來受新冠疫情的不確定性影響,決定下調2021-22年每股盈利預測5%/3%,反映越南、寧波廠房及人民幣升值等因素。進入2022年,該行預計產能穩步擴張且外匯基本穩定,預計毛利率可恢復至逾29%水平,但仍低於疫情前逾30%的水平。重申對申洲買入評級及目標價178港元,指寧波廠房復產快於預期。

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