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港股異動丨申洲國際績後升超9%,機構稱2024年指引樂觀
格隆匯 03-27 09:42
昨日午間公佈業績的申洲國際(2313.HK)在昨日收升1.46%後,今日大幅高開高走,盤初一度升9.57%報72.1港元。公司財報顯示,2023年收入同降10%至250億元,歸母淨利潤46億元,同比基本持平。公司宣派末期股息1.08 港元/股,對應全年派息率約60%(2022年56%)。業績公佈後,中金髮研報稱申洲國際2024年指引樂觀,產品多元化持續推進,維持跑贏行業評級。估值切換至2024年,考慮行業估值中樞回落,下調目標價12%至81.77港元,對應20/17倍2024/25年P/E,有24%的上行空間。中金稱,短期看申洲國內及海外工廠產能利用率均恢復至100%,管理層表示今年以來接單情況較為良好,並預計2024年員工人數及效率均有較大增長機會。

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