《大行報告》野村上調歐舒丹(00973.HK)評級至「買入」 目標價升至15.8元
野村發表報告指,新型冠狀病毒疫情令消費模式改變,相信從中長期而言,疫情將在結構上改變消費者的行為,消費者會轉移至線上,以將不必要的真人互動減至最少。
該行表示,消費者更多地採用線上購物,包括傳統上線上購物不太盛行的香港,而內地今年首八個月的線上銷售額亦增長16%,線下零售額則下降15%。另外,由於消費者轉移至線上購買,快速消費品和新鮮雜貨在電商平台的增長特別強勁,相信此趨勢在疫情過後仍會繼續。
野村上調歐舒丹(00973.HK)評級,由「中性」升至「買入」,目標價由13.3元升至15.8元。
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