《大行報告》建銀國際升申洲(02313.HK)目標價至90元 上季訂單增長正面
建銀國際發表報告,維持申洲國際(02313.HK)在2023財年第三財季收入預測錄得中單位數增長,並預料於2023財年第四財季重現增長,主要是近期完成全球庫存清理,以及訂單持續復甦。該行預料,2023財年毛利率持續按季復甦,受惠使用率上升。
該行料,公司於內地廠房的使用率由2023年年初的80%改善至2023年底的90%,又指較高使用率支撐利潤率。整體而言,該行預料申洲受惠2023財年下半年收入錄得6%增長,料盈利則錄得10%增長。
建銀國際表示,將申洲國際2024財年盈利預測下調4%,並將其目標由83元下調至90元,維持其評級為「跑贏大市」。(ca/w)
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