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匯豐研究:下調莎莎(0178.HK)目標價至1港元 評級“減持”
格隆匯 06-23 11:08

匯豐研究發表報告,下調莎莎國際(0178.HK)目標價16.6%,由1.2港元下調至1港元,評級由“持有”降至“減持”。

該行稱,截至今年3月底止,莎莎虧損達到5.16億港元,撇除特殊項目則虧損2.05億港元,是有史以來最差的業績表現。該行認為,雖然零售環境有所改善及政府提供補貼,但莎莎能受惠的程度有限,因公共衞生事件導致的入境限制將繼續對其產生影響,主因旅客佔其顧客基礎超過一半。

該行表示,雖然莎莎計劃擴大在內地的業務,並進一步發展電子商務,但香港經營困難的現狀及現金流的挑戰可能帶來限制。

該行預計集團2021財年仍會表現出虧損,並下調對其2022財年淨利潤預期13%。

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