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麦格理升高鑫零售(6808.HK)目标价至10.8港元评级“跑赢大市”
格隆汇 08-09 13:52
麦格理发表研究报告指,高鑫零售(6808.HK) 上半年业绩若不计及国际财务报导准则影响,较该行预期高8%。在业绩分析员简报会上,管理层显示出对新零售业务及“ 欧尚 ”整合的信心。
报告指,高鑫零售旗下“ 大润发 ”7月份同店销售增长维持正面趋势,管理层亦有信心下半年可维持正面势头,若不计及苏宁家电,公司对全年同店销售增长指引则为持平。另外,公司维持扩张新零售业务,以及天猫(T-mall)共享仓库业务仍在试验中,预计在下半年可加速增长。
该行将高鑫2019年度及2020年度净利润预测,分别调高4.3%及4.1%,达27.3亿元人民币及30.31亿元人民币,以反映上半年业务现。麦格理重申高鑫零售评级“ 跑赢大市 ”,目标价由10.4港元升至10.8港元。
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