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《大行報告》匯豐研究下調JS環球生活(01691.HK)目標價至8元 評級「持有」
阿思達克 04-04 10:31
匯豐研究發表報告指,JS環球生活(01691.HK)去年淨利潤按年下跌21%,遠低於該行預測,而公司今年不派末期股息,整體去年業績表現令人失望。 該行指,管理層仍對其市場份額感信心,惟市場需求尚未明朗。該行表示,將公司今年收入增長預測下調3%,純利預測下調9%,並料今年毛利率可回復至7.1%。至於2024年,該行預料公司增長回復至6.6%,而毛利率則回復至7.2%。 集團早前宣布擬分拆全資附屬SharkNinja並在美國證券交易所單獨上市,該行指,基於SharkNinja及JS環球生活的股東不同,這或會為企業決策帶來不確定性。舉例說,JS環球生活的投資者可能無法投資SharkNinja集團的股份。該行將其目標價由10.2元下調至8元,維持評級「持有」。(ca/k) ~
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