《大行報告》大和上調申洲(02313.HK)目標價至200元 評級「買入」
大和發表研究報告指,在後疫情時期需求復甦下,申洲(02313.HK)今年將迎來良好增長機會,主要客戶訂單增加,產能今年大部分時間滿荷,有信心收入按年增幅可達到20%的預期,重申「買入」評級,目標價由174元升至200元。
大和預期今年來自Puma的訂單按年增加30%,Nike及Adidas的訂單則分別增長20%及10%;去年高基數及今年口罩需求下降,料Uniqlo今年訂單錄單位數升幅。
該行又指,申洲已成為安踏(02020.HK)及李寧(02331.HK)的五大代工生產商,預期本地客戶佔比將增加。針對近日新疆棉事件,管理層重申公司有一半產能在越南及柬埔寨,相信實質影響不大。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.