《大行报告》瑞信上调宝尊电商-SW(09991.HK)目标价至126元 评级「中性」
瑞信发表报告表示,宝尊电商-SW(09991.HK)去年第四季收益按年升20%至33.5亿元人民币,非通用会计准则(Non-GAAP)经营利润率升2.2个百分点至10%,表现符合市场预期;公司目标未来3至5年商品交易额(GMV)达1,500亿元人民币及经营利润为20亿元人民币,反映公司对现有业务的乐观看法、业务扩张及成本控制等方面。
报告又指,如果执行得宜,公司长期战略可以带来更多价值,该行期待在未来几个季度取得更多进展,而其现价已大致反映新业务带来的正面因素,故建议等待更好的入市机会。但将其目标价由97元上调至126元,维持「中性」评级。
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