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《大行报告》摩通下调高鑫零售(06808.HK)目标价至13元 评级「增持」
阿思达克 03-08 10:09
摩根大通发表研究报告,指高鑫零售(06808.HK)近期股价并无就监管机构介入不公平价格竞争作正面反应,相信投资者目前对社区团购板块「盒马集市」与集团的「零售通」社区团购业务合并,以及盒马鲜生等社区团购业务仍然感到负面,不过该行相信不应被负面解读,反而是有更多机会让零售通先整理内部资源,才进一步加深与公司的协作。

该行指,公司的优势在供应链、具全国网络,以及近期对新业务投资,支持其成为全渠道食品零售领导者。摩通并认为高鑫下半年股价有三大潜在催化剂,包括基数较低带来同店销售改善、经营杠杆扩张、进一步与阿里(09988.HK)的新零售生态系统整合,目标价由14元降至13元,维持「增持」评级。

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