《大行報告》匯豐研究下調新秀麗(01910.HK)目標價至21元 評級「買入」
匯豐研究發表報告指,新秀麗(01910.HK)上半年的銷售額超出預期,亦是連續四個季度的虧損後首次在第二季轉盈。考慮到疫苗接種進展,目前美國的銷售情況較好,歐洲可能亦會跟隨改善,亞洲相對較慢,因此把2021年至2023年經調整EBITDA預測平均下降5%,目標價由22元下調至21元,維持「買入」評級。
匯豐研究指,雖然預計新秀麗銷售額不會很快恢復到疫情大流行前的水平,但仍希望集團能通過精簡成本結構和提高市場份額來擺脫危機,因爲預計競爭對手面臨的挑戰會更大。
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