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大和:升好孩子国际(1086.HK)目标价至2.7港元 评级降至优于大市
格隆汇 06-01 13:12

大和发表研究报告指,好孩子国际(1086.HK)昨日因“三孩政策”消息带动上升31%,该行认为,新政策对好孩子长远有利,惟其短期财务表现不会显著受惠于内地的三孩政策。由于股价上升空间有限,因此大和已将其评级由买入下调至优于大市,但目标价则从2.4港元上调至2.7港元。同时将其2021年每股盈利预测下调3%,以反映其利润率逆风情况持续增加,但上调2022-23年每股盈利预测4%,以反映新政有助提高销售。

另外,好孩子将与上海迪士尼度假区进行合作,据此,集团将向上海迪士尼度假区供应婴儿车用于出租。大和认为,上述合作只是市场推广计划,对提振销售作用有限。

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