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《大行报告》里昂降欧舒丹(00973.HK)评级至「跑赢大市」 上调目标价至23元
阿思达克 12-04 10:00
里昂发表研究报告指,欧舒丹(00973.HK)自3月以来复苏步伐向好,并且比预期快,指出股价在收入及盈利胜预期的支持下,在过去两日出现明显反弹,升至五年来高位。

该行表示,早前与欧舒丹管理层在路演活动中交流,对旗下Elemis品牌及其渠道、产品种类及业务布局的调整越来越有信心 ,料可以从结构上将欧舒丹的中长期经营溢利率提高到15%以上。

里昂指,10月至11月销售加速转正,增长达到中单位数,认为虽然新一波疫情来袭,但欧舒丹上半财年线上销售占总销售额的比重达41%,较2020上半财年的20%显着提高,对其抵御能力有信心,因此将评级由「买入」下调至「跑赢大市」,同时将目标价由20.1元上调至23元。

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