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《大行報告》花旗:Nike大中華區扭虧為盈 支持申洲(02313.HK)明年內地工廠產能使用率改善
花旗發表報告指,Nike(NKE.US)公布的2023財年第二季業績優於預期,其中大中華區扭虧,以固定匯率計錄6%增長。 該行表示,Nike管理層相信庫存高峰已過,預期中國的庫存水平可回復至健康水平,此料可支持申洲國際(02313.HK)明年中國工廠產能使用率有改善,因Nike估計會增加訂單。 花旗重申對申洲股份「買入」評級,目標價115元。
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