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港股异动|欧舒丹涨3.6%首财季销售净额增长18.8%大行唱多
格隆汇 07-30 09:49
格隆汇7月30日丨欧舒丹(0973.HK)涨3.6%,报17.28港元,近5个交易日累计涨幅达13%,成交575万港元,总市值255.22亿港元。欧舒丹本月23日盘后发布公告,截至2019年6月30日止3个月,集团按报告汇率计算的销售净额为3.525亿欧元,同比增长18.8%。按固定汇率计算,销售额增长为16.2%。ELEMIS于2019年3月成为集团的附属公司,自2019年4月起其销售额综合入账。野村随后发表研报预测,欧舒丹旗下ELEMIS将成为集团新的增长引擎,因此上调集团2020-2022年度的盈利预测27-35%,以反映整合ELEMIS之得益,并将目标价调升26.2%,由14.5港元升至18.3港元,评级亦由“中性”升至“买入”。野村预计欧舒丹2020年度的营运利润率按年可增1.7个百分点至12.3%,并认为现为16倍的市盈率吸引。预计整合ELEMIS将可提升集团销售额11%及纯利27%,管理层计划2020年度将ELEMIS引进几个新市场,今年9月更会登陆内地的天猫国际。
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