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《大行報告》瑞銀上調香港科技探索(01137.HK)目標價至7.9元 評級「買入」
瑞銀發表研究報告指,香港科技探索(01137.HK)公布2022年訂單總商品交易額(GMV)按年增長26%至82億元,較該行預測高出約3%,主要由於訂單量增加所帶動。 公司預計2023年GMV將達到88億至92億港元,在高基數下,按年增6%至11%。廣告收入預期達1.56億元,其中1.15億元已鎖定。而EBITDA方面,公司預計香港電商業務經調整EBITDA將達到4.4億至5.06億元,部分被新業務虧損所抵銷。 瑞銀指,香港科技探索去年GMV表現及今年增長指引都略高於預期,相應亦將2023至2024年經調整EBITDA預測上調1%至3%。預期公司今年將繼續開拓新商機,並將2022至2024年收入預測上調3%至7%,經調整EBITDA預測上調3%至19%,目標價從7.6元升至7.9元,評級「買入」。
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