《大行報告》匯豐研究降江南布衣(03306.HK)評級至「持有」 目標價下調至12元
匯豐環球研究發表報告指,江南布衣(03306.HK)因其服裝設計問題,品牌或面對潛在杯葛,相信短期的負面影響難以避免,惟規模及持續時間仍是未知之數,該行料最壞情況下有關影響若持續至2023年及2024財年,料2022財年江南布衣兩個品牌童裝收入將跌41%至48%,整體收入料跌26%;其後至2023年及2024年整體收入增長15%至18%,兩個品牌童裝收入將無增長。
根據基本預測,該行下調江南布衣目標價,自20元下調至12元,評級同時自「買入」降級至「持有」。
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