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港股異動 | 家電板塊盤中拉昇,JS環球生活盤中漲超13%

uSMART盈立智投3月2日消息,今日開盤,港股家電股開盤高開低走,隨後盤中不斷拉昇。截至10:15,JS環球生活(01691.HK)盤中漲超14%,海信家電(00921.HK)漲超9.1%,創維集團(00751.HK)漲超3%,海爾智家(06690.HK)漲超2.3%。匯豐研究報告稱,首予JS環球生活(1691.HK)買入評級,以現金流折現率計,目標價27.3港元。

JS環球生活(01691.HK)昨日發佈盈利預喜,預計2020年度盈利不少於3.85億美元,相比2019年度盈利8,500萬美元,增幅即約3.5倍。主要由於年內集團整體收入增長強勁,尤其受到全品類強勁增長、新產品成功推出以及北美及歐洲市場增幅顯著所推動;及運營效率及供應鏈協同效應的持續優化。

瑞銀髮表報告表示,JS環球生活發盈利預喜高於市場及該行預期約30%,又指公司國際擴張步伐快過該行預期。該行上調JS環球生活2021至2022年度盈利預測27%,以反映公司在歐美市場持續增長勢頭帶動收益上升、公司行政費用下降等因素,目標價由25元升至27.4元,維持「買入」評級。

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