《大行報告》大摩引述JS環球生活(01691.HK)管理層指有信心今年純利升30% 評級「增持」
JS環球生活(01691.HK)昨日(21日)收市跌17.6%,收報14.48元,摩根士丹利市後與管理層聯絡,並發表報告,引述管理層指第三季收入增長仍向按年升30%邁進,在7月及8月放緩後,9月銷售增長強勁反彈,美國及歐洲銷售點零售銷售維持強勁。
報告引述管理層指,今年收入增長料略低於今年初所作指引。公司稱,供應鏈幹擾推升經營成本,包括運費上升,以及貨櫃輪在港口擠塞。管理層稱,今年純利增長料低於指引,仍有信心今年純利增長高於30%,已高於該行從投資者得悉憂慮純利增長僅約20%。假設今年稅後純利按年升30%,意味下半年稅後純利料按年升3%。管理層亦維持明年收入及純利雙位數增長的目標。
大摩予JS環球生活「增持」評級,目標價27元。
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