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《大行報告》匯豐研究下調JS環球生活(01691.HK)目標價至13.9元 評級「買入」
阿思達克 02-22 15:17
匯豐研究發表報告指,JS環球生活(01691.HK)股價已從2021年4月高峯下跌了64%,似乎已經消化了美國市場放緩的風險,認爲管理層在整個週期中的管理能力將成爲評級重估的關鍵催化劑。該行維持JS環球生活「買入」評級,目標價下調53%至13.9元。 匯豐研究表示,JS環球生活核心市場的增長放緩意味着盈利前景疲軟,該行將集團品牌SharkNinja今年的收入增長率從28%下調至16%,2021-2023年間的收入複合年增長率亦從之前的25%降至16%。 匯豐研究預計,在2021年下半年,SharkNinja收入將按年增長20%,集團的淨利潤將按年下降13%,毛利率率在2020年下半年的高基數基礎上按年下降。
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