大摩：上调申洲国际目标价至160港元 维持“增持”评级
© Reuters. 大摩：上调申洲国际(02313)目标价至160港元 维持“增持”评级
智通财经APP获悉，摩根士丹利发表报告表示，由于申洲国际 (HK:2313)的能见度低，特别是运动品牌的复苏前景不明，因此早前预期集团今年下半年的收入增长1%。不过，因上游台湾运动服代工生产商的销售持续改善，显示运动服饰的订单正逐步提升，相信集团整体的产能及出货提升情况会好于该行早前预期。
该行目前预期集团今年第三季收入同比增长4%至5%，第四季增速加快至9%至10%，下半年估计收入同比增长约8%。而下半年来自“Uniqlo”的收入料会同比增加30%，本地运动品牌收入则预期升15%，“Puma”估计升7%至8%，但“Nike”及“Adidas”料同比有单位数下跌。
大摩上调申洲股份目标价，由140港元升至160港元，维持“增持”评级，相信集团有强劲的供应链定位，可受惠于公共卫生事件令供应整合加速，推动进一步估值重评。
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