申洲(02313.HK)午後跌幅曾擴至近8% 全年少賺34%兼減派息 遭多間大行削價
藍籌申洲國際(02313.HK)去年少賺34%,符早前盈警預期純利降31%至39%,兼削派息,遭多間大行削目標價。該股終止兩連升,今早(31日)失守10天線後,午後跌幅曾擴至7.9%低見104.2元(守穩20天線104.07元),現報105.4元,回吐6.8%,成交達365萬股(已接近昨天全日成交量367萬股)。
申洲公布,去年純利按年減少34%至33.72億元人民幣,每股盈利2.24元人民幣 。末期股息57港仙,對上財年同期派1.1港元。全年派息1.63港元,較2020年度派2港元下跌約18.5%。期內,營收按年升3.5%至238.45億元人民幣。毛利按年減近20%至約57.9億元人民幣,毛利率約按年降約6.9個百分點至24.3%。
高盛將申洲目標價由160元降至140元,以反映其去年銷售遜預期,下調公司今明兩年盈測13%及10%,評級「買入」。另瑞信降申洲目標價由171元降至156元,評級「跑贏大市」。大和亦降申洲目標價由160元降至130元,評級「跑贏大市」。
恆指現報22,005,回吐226點或1%,成交額679億元。
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