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《大行報告》麥格理上調申洲(02313.HK)目標價至82元 評級「中性」
阿思達克 03-29 10:54
麥格理發表報告指,申洲國際(02313.HK)預料今年上半年產能利用率低於預期的水平,主要是品牌客戶仍在去庫存,特別是在今年首季的時間。雖然公司相信其毛利率最終會回到介乎28%至30%,但該行認為目前品牌客戶訂單意欲仍缺乏能見度,令其復甦軌道或較預期需要更長時間。該行預料,今年公司出貨量達5%增長及其毛利率達24.3%。 該行表示,將公司今年及明年純利預測下調9%及13%,並將其目標價由80元上調至82元,維持其評級為「中性」。
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