花旗:維持對高鑫零售(6808.HK)買入評級 目標價14.42港元
花旗發表研究報告表示,高鑫零售(6808.HK)與阿里巴巴的合作,除了從通過淘寶App獲得用户,進一步拓展至在數字經濟領域合作,包括其物流基礎設施、支付和供應鏈管理,相信高鑫藉助阿里巴巴已建立的數字基礎設施提供輕資產,實現快速消費品快速增長的解決方案。
該行表示,期待高鑫零售未來與其他在線快速消費品零售商的競爭,更專注於用户質量和與其他電子商務生態系統的數字基礎架構,而相信市場會在高鑫同店銷售穩定時,對第四季及2021年時的競爭形勢更為欣賞;該行對高鑫零售維持目標價14.42港元及買入評級。

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