歐舒丹(00973.HK)逆市急漲15%曾見19.22元逾四年高 銷售數據曝光後獲里昂唱好
歐舒丹(00973.HK)公布第二財季營運數據後獲里昂升級至「買入」及升價至22.9元,該股承昨天回升勢,今早高開2.6%報16.36元,進一步突破52周高位17.86元後,升幅曾擴至20.6%,高見19.22元,創逾四年高,現造18.26元,續漲近15%,成交急增至233萬股,涉資4,071萬元。
歐舒丹昨天收市後公布,按固定匯率計算,集團截至9月底止第二財季銷售淨額按年升21.7%;期內所有品牌均有增長,LOccitane en Provence、LimeLife、其他品牌及ELEMIS分別增長7.2%、5.2%、10.1%及逾30%。累計上半年,集團銷售淨額按年升19%。若按報告匯率計算,歐舒丹第二財季及上半年銷售淨額按年分別升25.5%及22.1%。
里昂指,歐舒丹第二財季銷售淨額增速符合該行預期。報告指,按固定匯率計算,公司所有品牌均有可觀增長,當中受惠「Reset」精華帶動歐舒丹品牌銷售升7%,Limelife受惠新產品推出銷售亦轉升5%,其他品牌也有10%或以上增長。鑑於公司於2020財年開始整合Elemis品牌,里昂認為可貢獻收入12%,考慮到其經營利潤率達20%左右,相信2020財年可帶來2,400萬歐元的經營利潤,加上公司開始在多個新的市場推Elemis品牌,包括俄羅斯及中國,並計劃進軍亞洲更多國家。該行調整了對公司收入預測,以反映中國和歐洲強勁勢頭,以及香港和日本市場弱勢,將目標價由18.5元升至22.9元,評級由「跑贏大市」升至「買入」。
英國下議院否決脫歐立法時間表,加上美國多間大企業業績遜預期。美股期貨全面續跌不足0.4%。亞太區股市也全面反覆受壓,尤其是新西蘭股市急吐2%;港股也吐261點或1%,報26,524。
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