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《大行報告》花旗降高鑫零售(06808.HK)目標價至6.08元 評級「買入」
阿思達克 10-06 09:53
花旗發表研究報告,由於來自社區團購影響減褪,預期高鑫零售(06808.HK)同店銷售在7月錄低單位數增長,較5月至6月同店銷售跌幅較4月收窄呈進一步改善。但由於內地8月整體消費放緩,豬肉價格續弱,以及來自地區線下超市競爭升溫,料壓抑高鑫截至明年3月底止下半財年收入增長。縱使如此,花旗續看好高鑫與阿里巴巴(09988.HK)的合作,料當競爭正常化後,高鑫復甦料較同業為快。該行將高鑫目標價由11.62元降至6.08元,指估值吸引,評級「買入」。
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