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《大行報告》美銀證券下調申洲(02313.HK)目標價至146元 評級「買入」
阿思達克 07-29 09:57
美銀證券發表報告,下調申洲國際(02313.HK)今明兩年每股盈利預測分別18%及16%,反映更為保守的毛利及銷量預測,同時將集團股份目標價由178元降至146元,維持「買入」評級。 該行預期,申洲今年上半年的收入將增長超過10%,但純利估計會倒退高單位數,相信集團上半年每股盈利表現疲弱,主因疫情拖累毛利及基數較高。不過,根據該行渠道檢查,集團第二季毛利率料有按季復甦,下半年的每股盈利估計會回復增長。
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