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花旗:预计行业强劲复苏,升申洲国际目标价至160港元

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花旗:预计行业强劲复苏,升申洲国际目标价至160港元 © Reuters. 花旗:预计行业强劲复苏,升申洲国际(02313)目标价至160港元

智通财经APP获悉,花旗发表报告,重申对申洲国际 (HK:2313)“买入”评级,上调对其目标价,由原来142港元升至160港元,预计行业将强劲复苏。

该行引用Wind数据显示,在最近的国庆长假期之后,内地棉花价格累涨13%,主因之一服装行业正迎来冬季旺季,第二是部分输往欧美地区的纺织品出口订单(袜子,地毯,毛巾),生产地正从印度转向中国,因为中国更好地控制了公共卫生事件。

花旗称,从申洲国际今年上半年业绩显示,公司正在赢得印度,斯里兰卡,土耳其和孟加拉等国家的市场份额,这些份额均受到公共卫生事件所打击,并上调对公司每股收益预测提高2%至4%,并将目标价从142港元上调至160港元。

该行表示,相信申洲国际于今年第三季可能恢复增长(料收入可升5%),并估计第四季增长将会加快(料收入同比增10%)。

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