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星展:積極的策略性擴張將支撐JS環球生活中期前景 維持“買入”評級
格隆匯 10-17 08:08
格隆匯10月17日丨星展銀行發佈研報表示,儘管面臨不利的宏觀環境和低落的消費者情緒,JS環球生活(1691.HK)有吸引力的定價策略、公司良好的產品研發能力、SharkNinja在美國和英國的高品牌知名度將給公司帶來持續的市場份額提升並支撐其財務表現。公司2021年下半年至2022年上半年期間在市場擴張和產品類別擴展方面的支出也將強化公司的市場擴張與產品類別的豐富,並在中期內帶來回報。此外,通過利用在中國名列前茅的九陽品牌強大的本地專業知識、供應鏈和渠道分銷,SharkNinja的產品在中國市場的戰略性本地化也應加強公司中期的前景。該行維持“買入”評級和11.06港元的目標價。該目標價較上週五收盤價高53%。
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