《大行報告》瑞銀下調JS環球生活(01691.HK)目標價至27元 評級「買入」
瑞銀發表報告,將JS環球生活(01691.HK)2021年及2022年每股盈利預測分別下調7%和2%,以反映削減其內地子公司Joyoung(九陽)盈測,以及集裝箱貨運成本上升對毛利影響。目標價由29元下調至27元,評級「買入」。
瑞銀料,JS環球生活子公司Joyoung的核心品類銷售增長可能持續放緩,同時預計供應鏈限制仍然是子公司SharkNinja的首要挑戰。雖然耐用消費品的支出可能會放緩,但該行預計SharkNinja的美國銷售將得到零售商庫存補貨的支持,並認為市場可能過度關注SharkNinja在美國重新開放時可能出現的銷售突然下降,但該行認為不太可能發生。
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.