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《大行報告》大和降香港科技探索(01137.HK)評級至「持有」 目標價下調至5.5元
阿思達克 07-18 13:54
大和發表研究報告指,香港科技探索(01137.HK)旗下Shoalter Technology與I.T Limited合夥營運的網購平台「EESE」宣布停運,預期將大大削弱公司成為線上購物技術推動者的長期願景。 該行指,由於公司英國無人商店新業務尚未推出,主營業務HKTVmall重新成為投資者和管理層關注重點,雖然仍然看到有增長機會,但認為近期平台商品成交額(GMV)增長未見驚喜。 大和將香港科技探索的評級由「買入」下調至「持有」,考慮到零售市場普遍疲弱,及通關時間未明,預期下半年市況將更艱難,預測2022至2023年GMV將分別達到79億元及83億元,改為更加關注營運效率,並將今年盈利預測由接近收支平衡上調至1.15億元,目標價則從9元降至5.5元。
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