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大行評級|美銀:上調申洲國際目標價至93.5港元 上調今明兩年盈測
格隆匯 06-13 14:35

美銀證券上調申洲國際今明兩年的每股盈利預測4%及3%,以反映公司優於預期的訂單和利潤率復甦,從而亦帶動目標價升4%至93.5港元。該行預期公司2024年的收入及純利將升14.5%及21%,與市場一致,重申“買入”評級。

美銀提出三大應留意的因素,包括該行認為目前市場預測或有上調空間,並正等待8月公佈的業績;有部分投資者認為2024年度税後純利上限60億元,但該行則較為審慎,認為税率及政府補助等項目或會抵銷部分基本業務優勢;投資者關注其估值,不過該行認為目前溢價合理。該行指,如果公司上半年的業績強勁,2025年表現將會是主要關注重點。

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