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《大行報告》花旗下調申洲(02313.HK)目標價至179元 評級「買入」
阿思達克 01-04 09:38
申洲(02313.HK)寧波生產基地所在區域發生疫情,集團預計當地部分生產基地將受到短期停產的影響。花旗發表研究報告指出,申洲透露公司確診病例幾乎都在寧波的第三座製衣廠,管理層預期該廠房的產能佔總產量約6%。而寧波廠房的產能佔服裝總產量約40%,佔織物總產量約50%。 該行指出,假設申洲在寧波的所有製衣廠將停產14天,預期今年產能將減少2%。計及公司對被隔離14天的工人現金補貼和額外預防措施的費用,該行對公司2022財年的收入及盈利預測分別下調2%及4%,料2023財年持平及跌2%,目標價由188元降至179元,評級「買入」。
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