大行评级|大摩:相信申洲国际股价回调将带来良好入市时机,目标价50港元

格隆汇
Aug 10
摩根士丹利发表研报指,申洲国际预测今年上半年纯利将同比下跌38%至43%,主要由于原材料及劳工成本上升,部分产能仍处爬坡阶段,加上油价上升影响原材料成本;人民币兑美元升值;以及需求疲弱导致上半年出货量及收入均录得下跌。该行预测申洲国际纯利跌幅中位数介乎约40%至41%,低于该行原先预测的下跌27%及市场普遍预期的下跌18%,预期至申洲正式公布上半年业绩前,股价或出现短期波动。不过考虑到投资者或对其上半年业绩疲弱有充分预期,大摩相信任何股价回调都将带来良好入市时机,维持“增持”评级,目标价50港元。

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