《大行報告》中金首予匯通達網絡(09878.HK)「跑贏行業」評級 目標價63.8元
中金髮表報告,首次覆蓋匯通達網絡(09878.HK)給予「跑贏行業」評級,目標價63.8元,相當於今明兩年經調整市盈率63.9倍和38.6倍。該行解釋,龐大的下沉市場藍海正值渠道變革的機遇期,公司是深耕下沉零售市場的重要參與者,以高效的供應鏈和數字化工具賦能會員零售門店和渠道合作夥伴。
該行認爲,公司有望憑藉對下沉零售市場的深刻認知和實踐,獲得行業向上期的紅利和政策支持,促進下沉市場商業渠道的變革,助力鄉村振興,同時獲取更高份額、創造更大價值。中金對公司2021至2023年各年每股盈測分別爲0.64元、0.86元及1.42元,年均複合增長料達49%。
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