港股異動 | 獲投行扎堆唱好 歐舒丹(00973.HK)升超6%再創新高
格隆匯11月19日丨歐舒丹(00973.HK)拉昇漲超6%,盤中高見32,5港元再度刷新歷史新高,總市值達478億港元。日前公司擬收購身體護理品牌Sol de Janeiro約83%的間接股權。鑑於Sol de Janeiro是北美增長最快的高端護膚品牌之一,歐舒丹管理層直言,該交易與集團現有業務策略相輔相成,將刺激集團業績進一步增長。值得關注的是,多家投行對歐舒丹最新的收購行為給予了積極和認可的態度。花旗表示,公司對Sol de Janeiro的交易估值合理,且Sol de Janeiro財務表現強勁,維持買入評級;里昂也認為歐舒丹的收購交易會對集團未來發展產生積極影響;富瑞預計Sol de Janeiro明年可為歐舒丹貢獻5%的銷售額增長,並令淨利潤增加6%。

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