《大行报告》美银证券调整迅销(06288.HK)盈测 上调日股目标价
美银证券发表研究报告,将迅销(06288.HK)日股目标价由6.6万日圆,上调至7.2万日圆,以反映对2022财年的估值预期。该行将迅销2021财年每股盈利预测由1,340.92日圆,上调至1,675.57日圆;2022财年每股盈利预测由2,192.73日圆下调至2,160.24日圆;2023财年每股盈利预测亦由2,602.38日圆下调至2,512.54日圆。
该行相信2020财年的业绩反映正面,第四季大中华区销售跌6%,虽然是十分困难的一年,但经营溢利跌幅只有四分一。除日本和大中华区之外,迅销大部分地区在上半年面对困难,但相信下半年会迎来强劲复苏。
该行又指,迅销主要产品线上销售升20-60%,公司预期未来会进一步上升,将继续扩大网上销售市场,而库存只轻微增加。
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