You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞銀下調JS環球生活(01691.HK)目標價至29元 評級「買入」
瑞銀髮表研究報告,下調JS環球生活(01691.HK)2022及23年盈測1%及9%,目標價由32元降9%,至29元,維持「買入」評級。 隨着美國經濟逐步重新開放,該行認爲JS環球生活旗下品牌SharkNinja的銷售或有所放緩,因此下調其2022及2023年的盈利預測。不過,對公司的長遠前景仍保持正面態度,認爲SharkNinja仍順利進行其全球擴張步伐,並指SharkNinja在全球小型家電市場的強項(美國知名品牌和中國供應鏈的結合)未被投資者充分了解。而該股2021及2022年的市盈率爲16及13倍,認爲股份被低估。 該行指出,美國尚有許多員工居家工作,反映居家需求強勁的表現可能會持續至2021年的餘下時間。至於美國洛杉磯及長灘港口擁堵和海運費上漲影響中美出口商的問題,該行認爲SharkNinja基於其過去幾十年以來的全球採購經驗,與同業相比,所受的限制相對較少,估計海運成本飆升下,SharkNinja的利潤壓力可控,2021或2022財年的毛利率或收縮1及0.8個百分點。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account