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《大行報告》瑞信上調JS環球生活(01691.HK)目標價至10.9元 評級「中性」
阿思達克 07-13 11:15
瑞信發表評級報告,據美國Nielson線下零售數據顯示,JS環球生活(01691.HK)旗下品牌Shark Ninja次季銷售額按年跌幅,較首季收窄15個百分點,主要由於在次季進一步下調平均售價,以增加市場份額。 該行表示,由於省掉關稅可完全抵銷平均售價下調、及投入產品價格上升,料公司今年上半年銷售額按年0.2%,毛利率則持平;由於在通脹飆升下,廣告費用及員支出上升,一般銷管費用比率按年升0.8個百分點,故純利按年跌9%。 該行表示,將公司今年及明年的每股盈利預期下調6%及7%,以反映利潤恢復速度緩慢,並將其目標價由10.5元上調至10.9元,維持其評級為「中性」。
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