大行评级丨小摩:下调申洲国际目标价至60港元,维持“增持”评级

格隆汇
Sep 10
摩根大通发表报告,料申洲国际已度过疲弱上半年,下半年收入增长将改善,盈利大致企稳,并于2027年迎来更实质盈利复苏,惟毛利率修复步伐仍是关键变量。该行预期2027年销售/盈利分别增长5%/14%,对比市场预期6%/15%。该行将2026至2028年盈利预测下调11%至15%,以反映毛利率不确定性,并将目标价由70港元下调至60港元,维持“增持”评级。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10