交银国际：降申洲国际(02313)目标价至74.1港元去年业绩逊预期

智通财经04-01

智通财经APP获悉，交银国际发布研报称，考虑到申洲国际(02313)指引，采取了更加保守的收入假设，下调2026-2027年收入预测6-9%。同时下调毛利率预测，预计2026年毛利率同比大致持平。基于以上调整，下调2026-2027年盈利预测15-18%。基于2026年16倍的预测市盈率不变，下调目标价至74.1港元，相当于预测今年市盈率16倍。维持“买入”评级。该行指，申洲国际2025年业绩低于...

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交银国际：降申洲国际(02313)目标价至74.1港元 去年业绩逊预期

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交银国际：降申洲国际(02313)目标价至74.1港元去年业绩逊预期