小摩：维持申洲国际(02313)“增持”评级降目标价至88港元

智通财经2025-04-15

智通财经APP获悉，摩根大通发布研报称，将申洲国际(02313)2025至2027财年的盈利预测下调3%至7%，以反映关税对全球需求的影响。目标价由96港元下调至88港元，隐含12个月远期市盈率16倍。小摩看好申洲，第一是持续的海外产能扩张;第二是与核心客户扩大市场份额及与新兴客户稳步建立关系的机会;第三是对ESG和自动化的持续关注，以推动可持续增长;第四是海外产能的本地化。该行维持申洲“增持”...

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小摩：维持申洲国际(02313)“增持”评级 降目标价至88港元

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小摩：维持申洲国际(02313)“增持”评级降目标价至88港元