大行評級|花旗:下調申洲國際目標價至100港元 重申“買入”評級
花旗發表研報指,申洲國際2024財年年淨利潤按年增36.9%,創歷史新高。收入按年增長14.8%,超出預期。核心盈利按年飆升34.5%,與花旗預測基本一致。儘管美國、歐盟及中國的全球宏觀經濟放緩,但受惠於Uniqlo、Adidas、Puma及LuLulemon等品牌特別強勁的錢包份額增長。花旗將申洲國際盈利預測小幅上調約1%,但因關税風險更不明朗,將目標價由103港元下調至100港元,重申“買入”評級。
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