港股異動 | 獲投行唱好 高鑫零售漲逾5%
格隆匯3月19日丨高鑫零售(6808.HK)現報10.28港元,漲幅5.54%,最新總市值980.7億港元。中金指,受益於消費者疫情期間對超市商品的囤貨儲備需求增加,以及線上到家業務對客單量的拉動,預計公司一季度同店有望表現較好,估計在中高個位數增長。基於一季度營收通常佔公司全年收入的30%以上,認為一季度較優的同店表現,有望助力公司全年收入端向好,重申看好公司2020年基本面進一步向好趨勢,看好公司“超市到家”等新零售業務發展前景,有望迎來價值重估。維持跑贏行業評級和目標價12.3港元。
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