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《大行報告》富瑞下調高鑫零售(06808.HK)目標價至1.84元 評級「持有」
阿思達克 10-13 09:56
富瑞發表研究報告指出,預期高鑫零售(06808.HK)於2023財年上半年將錄得淨虧損約1.81億元人民幣,銷售持平約410億元人民幣。受累於疫情爆發,期內對同店銷售影響約3至4個百分點。 鑑於目前趨勢,該行下調高鑫零售2023至2025財年的銷售及純利預測,不包括減值在內,料2023財年將錄虧損,這較管理層預測2023財年目標收支平衡的預測更為保守。 該行料高鑫零售2023財年將錄虧損1.27億元人民幣,原先預期為轉盈錄純利600萬元人民幣。另將其2024及2025財年的純利預測各下調49%及29%,認為公司復甦步伐較之前預期更為緩慢。對其目標價由2.6元下調至1.84元,維持「持有」評級。
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