大和：维持申洲国际(02313)“买入”评级 目标价下调至108港元
大和发布报告称，微降申洲国际(02313)目标价由110港元下调至108港元，并削减今明两年盈利预测3%，反映更为保守的销量增长预测，但维持“买入”评级。该行参加公司举行的去年业绩会议，得到最重要的资讯是集团今年首季在中国内地及海外的产能利用率可恢復至100%，远早于市场估计的时间。
该行预计，受100%产能利用率及超过10%的付运量增长所支持，申洲今年的毛利率应可改善至接近28%的水平，认为集团的股价表现(年初至今下跌18%)是受到部分国际客户疲弱的指引的过度影响，并认为市场低估了申洲在核心客户市佔扩张以及新客户订单的增长。报告料申洲今年收入同比增14.2%至285亿元人民币，今年料属申洲在经历疫情干扰及客户去库存后首个“正常化”年度。
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