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富瑞:新秀麗(1910.HK)及莎莎國際(0178.HK)等有望受惠新疫苗推出
格隆匯 11-10 15:49

富瑞發表研究報告指,有效率高達90%的新疫苗有望推出的消息一出,令受新型肺炎疫情衝擊的歐美市場企業股價上漲。該行認為,新秀麗(1910.HK)、歐舒丹(0973.HK)等在香港上市的國際企業,以及莎莎國際(0178.HK)和佐丹奴(0709.HK)等香港零售企業,都可能會從有關消息受惠。

富瑞表示,行李箱品牌新秀麗,受到各國因應疫情而封關的措施重創,疫苗測試的任何突破都意味全球的旅遊恢復更快。至於歐舒丹的業務表現亦受到社交距離等措施限制,而相對於彩粧,護膚品市場相對所受影響不大。

該行又指,香港約30%零售額來自旅客消費,當中90%為內地遊客。遊客消費分別佔莎莎、周大福(1929.HK)及利福國際(1212.HK)香港銷售額的70%、50%和45%。如果內地政府在有疫苗供應下開放關口,莎莎將最為受惠。同時,佐丹奴亦會得益,因為其大部分地區的業務均受疫情影響。若社交距離措施得以放寬,香港食肆如大家樂(0341.HK)的收益亦會增加。

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