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《大行报告》麦格理:高鑫(06808.HK)明年迈向增长模式 予「跑赢大市」评级看18.5元
阿思达克 10-20 13:31
麦格理发表研究报告,就控权股易手一事,维持予高鑫零售(06808.HK)「跑赢大市」评级,目标价18.5元。该行认为,市场过度解读线上杂货竞争,亦低估了高鑫在这领域的独特优势。该行认为,高鑫是市场上唯一成功及有盈利能力的模式。

交易後,该行认为,高鑫将进一步受惠於阿里线上生态系统及获得更多线上客流。据QuestMobile数据,大润发生鲜每周活跃客户由6月约80万,持续改善至现在约110万。同时,该行料阿里及高鑫将利用对方线上及线下优势,孵化更多线上杂货销售,包括透过共用货仓,提供天猫一小时/半日递送服务,以及利用菜鸟自提站推动社区团购服务。

该行另称,高鑫零售明年迈向增长模式。在今件下半年目标开设11家大卖场、2至3间超市、4间盒马鲜生店、及30至50间迷你店「小润发」;明年加快至增开30至50间超市,及200家小润发。该行对此扩充看法正面,指小型店属可行模式。

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