小摩：料申洲国际(02313)下半年订单恢复降目标价至60港元

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智通财经APP获悉，摩根大通发布研报称，预期申洲国际(02313)下半年收入逐步改善，盈利在2027年显著复苏前大致趋稳，但毛利率复苏速度仍是关键变动因素;该行将目标价由70港元下调至60港元。公司现价对应2027年预测市盈率9倍，加上中期派息比率达61.5%，若订单如预期复苏及毛利率逐步正常化，风险回报吸引，维持"增持"评级。该行预期，公司下半年订单势头将环比改善，受惠于Adidas及...

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小摩：料申洲国际(02313)下半年订单恢复 降目标价至60港元

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小摩：料申洲国际(02313)下半年订单恢复降目标价至60港元