瑞信升高鑫零售(6808.HK)评级至“中性”目标价上调至8.7港元
瑞信发表研究报告将高鑫零售(06808.HK)评级由“跑输大市”上调至“中性”,预期公司同店销售增长及盈利能力将持续改善,主要受惠于淘鲜达流量增加及消费者物价指数反弹。

受惠於淘鲜达贡献,该行预期公司同店销售将由首季轻微下跌转为第二季上升0-1%,下半年将进一步复苏至上升2%。此外,由於下单金额由去年50元人民币升至60元人民币,料线上盈利能力好过预期,因此预期此业务2019年全年亏损将比早前预期少1.5亿元人民币。
该行将公司2019及2020年盈利预测上调5-10%,目标价由6.5港元升至8.7港元。
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