瑞银：降申洲国际(02313)目标价至50港元评级“中性”_老虎社区_美港股上老虎

瑞银：降申洲国际(02313)目标价至50港元评级“中性”

智通财经04-08

智通财经APP获悉，瑞银发布研报称，对申洲国际(02313)2026年至2028年盈利预测下调9%至12%，以反映毛利率复苏预测放慢，目标价由69港元下调至50港元，维持其评级为“中性”。由于股息率达5%，料股价将区间波动，下行空间有限。申洲去年下半年纯利同比跌20%，远逊该行及市场预期各22%及23%，主要是受到外汇损失和政府补贴减少所影响。在核心业务方面，下半年营运利润同比跌5%，低于该行及...

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