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港股異動丨JS環球生活(1691.HK)大漲14.52% 明天公佈中期業績 機構唱多
格隆匯 08-24 14:18
格隆匯8月24日丨JS環球生活(1691.HK)大漲14.52%,報10.96港元,總市值374億港元。公司明天將公佈中期業績,此前曾發盈喜,集團綜合盈利預期將由2019年同期的2190萬美元大幅增加至截至2020年6月30日止六個月的不少於1億美元。主因2020年上半年集團整體收入增長強勁,尤其北美及歐洲市場增幅顯著;及集團部分商品因暫時性關税豁免帶來的税務返還。大摩隨後發研報稱,相信目前的宏觀環境將幫助JS環球生活在中國及海外市場取得中長期結構性增長,因此對其評級為“增持”,目標價10港元。瑞信發研報,將公司2020/21年盈利預測分別升33%及13%,以反映SharkNinja方面表現有彈性,以及繼續受惠在家工作等的因素,將目標價由7.9港元升至10.5港元,評級維持“跑贏大市”。

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