《大行報告》中金:申洲(02313.HK)越南及柬埔寨基地智能化明顯領先競爭對手 佈局可享紅利
中金發表研究報告指,近日到訪申洲(02313.HK)的東南亞基地,看好公司在海外擁大規模、高效率的一體化製衣產能,越南及柬埔寨基地智能化明顯較競爭對手領先,對持續取得訂單充滿信心,看好公司相比同業可獲估值溢價,並擁有先發優勢及前瞻性佈局紅利。
該行指出,申洲目前為Nike、adidas、Uniqlo、Puma、李寧(02331.HK)等大型品牌的第一大供應商,相信其產能、品類及品牌擴張能力可支持未來持續發展。
中金維持申洲今明兩年每股盈利預測為3.3及4.29元人民幣不變,維持「跑贏行業」評級和目標價100.83元不變,對應今明兩年預測市盈率約26倍及19倍。(gc/s)
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