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《大行報告》瑞銀下調申洲(02313.HK)目標價至97元 評級「買入」
阿思達克 07-03 10:08
瑞銀發表報告指,Nike對2024財年銷售錄中單位數增長持保守看法,並預料2024財年首季銷售增長錄得低單位數增長,同時上半財年採購狀態仍保持緊張,以控制市場庫存,這令在2023財年訂單恢復速度較預期更慢及更溫和。惟Nike在2024財年下半年銷售增長加速,以及庫存水平健康,將會為公司訂單帶來更強勁的動力。 該行表示,將申洲(02313.HK)在2023年至2025財年的盈利預測下調,主要是今年訂單恢復速度或較預期溫和,同時其目標價由105元下調至97元,維持其評級為「買入」。(ca/w) ~
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