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《大行報告》中金上調波司登(03998.HK)目標價至3.9元 評級「跑贏行業」
阿思達克 10-28 15:03
中金發表報告表示,波司登(03998.HK)向獨立顧問Wise Triumph Group Ltd.授出1億份購股權,相信有望拓展雙方的合作,而Wise Triumph在打造消費品品牌方面已經有多個成功案例。此外,波司登積極投資於物流園,物流基礎設施已成為品牌提升效率的關鍵因素。

報告又指,國慶假期集團線上和線下銷售分別按年大幅增長超200%和100%,考慮到有利的天氣情況以及內生效率提升,該行將其2021至2022年度盈利預期分別上調6%及5%至0.14元和0.17元人民幣,按年增長25%和24%,目標價上調34%至3.9元,維持「跑贏行業」評級。

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