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JS環球生活(1691.HK)大漲逾14%,績後獲機構唱好
格隆匯 03-30 14:01

格隆匯3月30日丨JS環球生活(1691.HK)現漲14.38%,報9.07港元,盤中曾一度飆漲超18%,總市值為315億港元。

公司昨晚公吿,2021年擁有人應占溢利4.205億美元,同比增加22.1%,擬派息0.4098港元。大摩表示,公司去年純利高於該行預期的增長16%。另外,集團去年派息按年增加54%,股息收益率為5.2%,派息比率增加屬驚喜。給予評級“增持”及目標價15港元。

中金指出,2021年,JS 環球在全球小家電市場排名上升至第四位,落地吹風機、冰激凌機等八大類新產品,現有核心產品在歐美市場份額持續提升。短期看,美國已重新豁免對352 項從中國進口商品的關税,公司大部分相關產品均得到豁免,預計對公司2022 年毛利率產生正面影響。長期看,公司品類和市場拓展持續兑現,認為有望為公司帶來增長動力。

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