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大行評級 | 中金:波司登半年業績超預期,看好公司旺季銷售
uSMART盈立智投 11-27 08:59

彭博新聞社報道,中金公司稱,波司登2021財年上半年業績超預期,主要因羽絨服銷售淡季期間公司自營零售業務增長顯著,同時波司登品牌雙十一線上零售額增長等增強了對公司旺季銷售的信心。

分析師郭海燕等在報告中指出,公司自營零售業務收入大幅上144%,得益於渠道結構優化、零售效率提高以及電子商務收入貢獻。

疫情後,阿裏雲數字化戰略推動了公司消費者數據挖掘和新零售實踐。

維持跑贏行業評級和3.9港元的目標價

花旗分析師Lydia Ling在報告中也認爲波司登業績強勁,並稱公司創新產品、有效的供應鏈等將驅動中長期增長。

計劃在今日分析師通報會後修訂盈利預測,維持買入評級和3.1港元的目標價

波司登中期股東應佔溢利4.86億元,同比增41.84%;公司週四收盤價爲3.21港元。

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