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《大行報告》花旗對申洲(02313.HK)開啟30日上行催化觀察
花旗發表報告指出,Adidas業績符合預期,並與1月底披露的績前預測相符。而Adidas佔申洲(02313.HK)去年上半年收入的16%,該行對申洲開啟30日上行催化觀察,主要基於對其去年下半年業績穩健的預期;料Adidas 2024財年基礎業務實現高單位數增長;估計Adidas 2024財年的大中華區的基礎業務增長加速,按固定匯率計呈雙位數增長,有助申洲中國工廠提高產能利用率,提振毛利率。 該行認為,申洲年初至今股價累跌16%,主要反映Nike下調2024財年收入增長預測及重組的不利因素。該行對申洲評級「買入」,目標價102元。
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