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《大行報告》大摩料新秀麗(01910.HK)未來30日股價將升 評級「增持」
阿思達克 10-21 15:07
摩根士丹利發表技術意見報告,料新秀麗(01910.HK)未來30日股價將升,料發生機率70至80%,予其目標價26.1元,評級「增持」。 該行指,新秀麗今年第二季的強勁業績令市場對第三季的預期提高,因此或有帶來驚喜可能有限。自9月底以來,該股已從由高位下跌18%,然而季內收入仍然繼續增長。該行認爲,公司第四季休閒旅遊的需求應該繼續強勁,日本、韓國、香港和臺灣地區的「開關」應該對生意有所幫助。 大摩指,新秀麗現價相當於2023年市盈率預測爲11倍,認爲其風險回報吸引,預計公司將會是少數幾間有可能在未來1至2季內實現上調預測的消費類公司之一。
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