野村：维持申洲国际(02313)“买入”评级 目标价升至104.3港元
野村发布报告称，上调申洲国际(02313)目标价3.3%，由101港元升至104.3港元，评级维持“买入”。因应去库存进度令人满意，因此对公司2024年度订单能见度前景较前光明，将2024-2025年度的销售增长微调4%-5%，提高毛利率预测至20%-30%较高范围，以反映更佳产能利用率。
野村指出，申洲国际2023年业绩好坏参半，其中产能利用率令人鼓舞，当中收入低于机构的市场预期7%，但纯利基本符预期，去年下半年毛利率25.8%，较上半年度的升3.4个百分点，好过野村预期，据管理层披露，去年产能利用率见底，料今年首季度可全面生产，对该行来说是正面消息。
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