港股異動 | 新秀麗跌逾3% 機構料其去年盈利表現仍受壓
格隆匯1月29日丨新秀麗(1910.HK)現報15.78港元,跌3.31%,暫成交4153萬港元,最新總市值226億港元。匯豐環球研究最新發研報指,去年9月曾討論過中美貿易問題、旅遊業萎縮使美國業務疲弱,及香港社會環境等對新秀麗的股價造成壓力,而目前有關的宏觀因素仍然帶來壓力,即使中美簽署了首階段貿易協議,但集團仍在美國徵收25%關税的範圍,雖然集團正在減少自中國的採購,但預期其毛利率在今年下半年難以看到任何改善。現時新秀麗在香港未能獲得任何租金優惠,而近期最主要的憂慮為內地爆發新型肺炎。該行預期,集團去年盈利表現仍然受壓,預料以固定匯率計的銷售將按年下跌1.5%,下調目標價至20港元,評級“買入”。
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