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研報掘金丨中銀國際:申洲國際去年業績勝預期,目標價90港元
格隆匯 03-26 12:38

中銀國際發表研究報告指,申洲國際(2313.HK)去年淨利潤按年增長37%,符合該行預測,但較市場預期高出7%。考慮到新招的工人,管理層有信心今年產能可擴張約10%。該行相信,這是一個正面訊號。該行表示,公司正面臨逆風,例如產品組合改變令均價走低,及美國關稅的不確定性,但集團近期的股價屬過度回調,重申“買入”評級,最新目標價爲90港元。

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