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《大行報告》大和上調申洲(02313.HK)目標價至100元 重申「買入」評級
阿思達克 09-06 11:04
大和發表研究報告指,申洲(02313.HK)第四季訂單能見度顯著改善,大部分客戶已完成去庫存,另外,由於集團在新產品類別上擴大生產能力及客戶的供應商整合計劃,推動了長期供應商份額增長,加上中國及海外廠房的利用率及生產效率提升,亦令新客戶貢獻快速增長。因此,該行重申對集團今年次季至明年的收入和毛利率樂觀看法,維持「買入」評級,目標價由93元上調至100元。 該行表示,受到中國廠房利用率提升所帶動,預計集團的毛利率將從今年第二季的24%逐步改善至第三季的25%,並在第四季達26%至27%。該行又上調公司2023至25年的盈測3%至8%。
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