[新聞] 外資喊進儒鴻 目標價663元已刪文
1.原文連結(必須檢附):
http://udn.com/news/story/7252/1133669-%E5%A4%96%E8%B3%87%E5%96%8A%E9%80%B2%E5%84%92%E9%B4%BB-%E7%9B%AE%E6%A8%99%E5%83%B9663%E5%85%83
2.原文內容:一家歐系外資出具上市股儒鴻(1476)首評報告指出,儒鴻在機能性服飾技術領先,且持
續垂直整合有助公司在今年到2017年獲利年均複合增漲率達30%,因此給予買進評等與663
元的目標價。
儒鴻盤中一度站上500元,終場收在496.5元。
該外資分析,儒鴻自2010年以來,營收平均較全球整體運動服飾產業高出1.6~1.8倍,且
預期在公司持續創新、高端布料產品在產品組合中比率增加、產能與效率提升、產品售價
提高,且公司將觸角延伸到休閒與流行服飾的情況下,儒鴻今年到2017年利潤可續提升。
該外資進一步分析,運動休閒風正在功能性服飾、鞋業及時尚等領域蔓延,預估今年至
2017年,相關的OEM/ODMs業者的股價EPS可望有13%~36%的年增率。
該外資統計,台灣運動服飾相關個股包括儒鴻、聚陽、東隆興和豐泰等,自2010年跑贏大
盤844%,而今年以來也優於大盤表現61%,後續走勢仍可期
3.心得/評論(必需填寫):在喊下去就快破千了....台灣會出破千的紡織股王嗎?
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