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《大行报告》大摩上调JS环球生活(01691.HK)目标价至33元 评级「增持」
阿思达克 04-20 09:40
摩根士丹利发表研究报告指,JS环球生活(01691.HK)於海外市场维持强劲增长,预期随着拓展至更多欧洲地区,海外业务收入今年可增长30%。

该行指出,去年收入中有11%来自欧洲市场,公司继去年进军德国及法国後,今年计划拓展至意大利及西班牙,预期德国及法国市场潜力与英国接近,相信在德法两地发展将加快,可於今年下半年至明年上半年达到收支平衡。

大摩预期,今年首季海外收入可延续去年较强的增长趋势,将今、明两年收入预测上调10%及15%,同时将每股盈利预测上调10%及17%,目标价由28元升至33元,重申「增持」评级。

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