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《大行報告》大和降申洲(02313.HK)目標價至125元 評級「跑贏大市」
阿思達克 04-08 11:53
大和發表報告指,與申洲國際(02313.HK)舉行了路演,集團提供了訂單、產能恢復及成本壓力等方面的更新。雖然今年首季仍然疲弱,但該行相信集團收入及毛利表現將逐季有改善,且產品均價估計亦會逐步上升。 大和認為,中國疫情情況仍是最大的不明朗性,因上海的爆發似乎開始蔓延至其他省份。不過,即使有暫時的不明朗,該行對集團的長期市佔增長看法依然正面。 大和將申洲股份目標價由130元下調至125元,評級維持「跑贏大市」,並調低集團今明兩年盈利預測3%至4%,以反映成本假設提高。
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