《大行報告》瑞銀下調JS環球生活(01691.HK)目標價至14.5元 評級「買入」
瑞銀髮表報告表示,下調JS環球生活(01691.HK)目標價由24.4元至14.5元,以反映將其2022年和2023年的盈利預測分別下調10%和14%,維持「買入」評級。
報告指,降低了對JS環球生活的盈利預測,以反映中國和歐洲的需求放緩,以及商品價格飆升帶來的成本壓力。該行認爲,市場對今年SharkNinja品牌盈利前景過於看淡;目前JS環球生活的股價相當於今年8倍預測市盈率,而公司2021年至2023年的預測盈利複合年增長率爲13%,相對於同業的平均水平爲18倍和17%,處於歷史低位。因此認爲現時估值爲長線投資者提供了具吸引的買入點。
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