《大行報告》里昂上調申洲國際(02313.HK)目標價至155元 管理層對明年擴產具信心
里昂發表報告表示,申洲國際(02313.HK)目前產能使用率理想,且在第三及四大主要客戶的訂單帶動下,下半年訂單表現高於預期。因此公司在中國及柬埔寨開始了招聘,並期望下半年產能將錄中至高單位數升幅,管理層更料明年產能有望升10%至15%。
該行指,看好申洲在穩健產能擴展、領先競爭地位及訂單表現強勁等方面,升其2021至2022年度盈利預測5%及3%,目標價由143元升至155元,重申「買入」評級。
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