《大行報告》大和下調申洲(02313.HK)目標價至90元 評級「買入」
大和發表報告指,相比疫情前,申洲國際(02313.HK)現時在生產過程中,已大幅增加使用自動化機器,並相信其新客戶Lululemon將於未來三年迅速增長。
該行指,在生產規模、生產效率、以及ESG方面,申洲仍保持業界內最佳水平,並相信自下半年起開始逐步恢復運動服飾品牌的補貨需求,申洲將會是主要受益者。大和表示,將申洲在2023年至2025年純利預測下調5%至6%,並預料2023年上半年業績表現疲軟,惟最疲軟的季度已經過去。該行將其目標價由92元下調至90元,維持其評級為「買入」。(ca/w)
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