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大行評級 | 高盛:首予中國中免H股買入評級,目標價196港元
格隆匯8月29日丨高盛發研報指,雖然隨着新免稅許可證的發行增加了新的競爭,但在政府專注於將中國海外支出匯回境內的支持下,中國中免(1880.HK)仍處於有利地位,可以從擴大的潛在市場中獲利。該行首予其H股“買入”評級,目標價196港元。該行預計,到2025年,中國免稅店在全球的消費將翻一倍以上,達到690億美元,其中中國免稅店奪回51%的份額,對比在疫情前,中國免稅店僅佔全球消費的24%。該行續指,中國中免一直專注於發展在線及數字化業務,這也應使公司能夠更好地與其他跨境電子商務運營商競爭。該股現報174.4港元,總市值3584億港元。
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