高鑫零售(6808.HK)大跌12%創逾1年新低 近3個月累計跌超40%
格隆匯10月7日丨高鑫零售(6808.HK)今日大跌,現跌12.41%報7.62港元,股價創2019年9月以來新低,暫成交2.8億港元,最新總市值730億港元。該股在今年7月2日創出歷史最高價13.4港元后一路下跌,截至目前已累計下跌43.14%。瑞銀最新研報稱,基於較低的租金收入,削減未來3年盈利預測9-40%及對盈利能力持保守態度,將高鑫零售目標價下調41.94%,由15.62港元下調至9.07港元,評級由“買入”降至“中性”。不過,花旗的最新報告稱,相信高鑫能借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,維持對高鑫零售買入評級,目標價14.42港元。

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