欧舒丹(00973.HK)逆市急涨15%曾见19.22元逾四年高 销售数据曝光後获里昂唱好
欧舒丹(00973.HK)公布第二财季营运数据後获里昂升级至「买入」及升价至22.9元,该股承昨天回升势,今早高开2.6%报16.36元,进一步突破52周高位17.86元後,升幅曾扩至20.6%,高见19.22元,创逾四年高,现造18.26元,续涨近15%,成交急增至233万股,涉资4,071万元。
欧舒丹昨天收市後公布,按固定汇率计算,集团截至9月底止第二财季销售净额按年升21.7%;期内所有品牌均有增长,LOccitane en Provence、LimeLife、其他品牌及ELEMIS分别增长7.2%、5.2%、10.1%及逾30%。累计上半年,集团销售净额按年升19%。若按报告汇率计算,欧舒丹第二财季及上半年销售净额按年分别升25.5%及22.1%。
里昂指,欧舒丹第二财季销售净额增速符合该行预期。报告指,按固定汇率计算,公司所有品牌均有可观增长,当中受惠「Reset」精华带动欧舒丹品牌销售升7%,Limelife受惠新产品推出销售亦转升5%,其他品牌也有10%或以上增长。监於公司於2020财年开始整合Elemis品牌,里昂认为可贡献收入12%,考虑到其经营利润率达20%左右,相信2020财年可带来2,400万欧元的经营利润,加上公司开始在多个新的市场推Elemis品牌,包括俄罗斯及中国,并计划进军亚洲更多国家。该行调整了对公司收入预测,以反映中国和欧洲强劲势头,以及香港和日本市场弱势,将目标价由18.5元升至22.9元,评级由「跑赢大市」升至「买入」。
英国下议院否决脱欧立法时间表,加上美国多间大企业业绩逊预期。美股期货全面续跌不足0.4%。亚太区股市也全面反覆受压,尤其是新西兰股市急吐2%;港股也吐261点或1%,报26,524。
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