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《大行報告》大和升香港科技探索(01137.HK)評級至「買入」 目標價維持10元
阿思達克 02-24 15:50
大和發表研究報告,指廣泛社交距離措施可能會增加香港科技探索(01137.HK)旗下HKTV Mall的交易額,新一份財政預算案公布金額倍增的新一輪消費券,是另一個股價催化劑。該行將其評級由「跑贏大市」升為「買入」,維持目標價10港元。 大和表示,其渠道調查顯示,HKTVmall每日訂單量猛增,新下訂單需要長達7至10天的送貨期,HKTVmall亦正在緊急招聘倉庫和送貨人員,不過亦有可能是以防其部分員工被感染而預先招聘。 大和預計,HKTVmall能把握市民支出增長勢頭,原因包括其從去年失敗的營銷推廣中吸取教訓、其現擁有 HKTVmall和EESE兩個商店品牌,以及香港市民潛在的「消費疲勞」,可能意味著更多的低價商品消費,有利於HKTVmall。該行小幅上調香港科技探索今年商品交易額預測。
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