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《大行報告》花旗升莎莎(00178.HK)評級至「買入」 目標價上調至1.73元
花旗發表研報指,莎莎國際(00178.HK)2023財年業績扭虧爲盈,錄得5,800萬元利潤,符合早前盈喜預測,當中在通關前第三財季港澳毛利率已開始好轉,令人感到驚喜。 該行指,莎莎似乎已做好準備,以精簡的成本結構來迎接疫情後復甦勢頭,考慮到現價水平爲2024財年預測市盈率約20倍,低於疫情前約22倍的估值水平,因此將投資評級從「沽售」一舉升至「買入」。 花旗並將2024至2025財年淨利潤預測上調373%及38%,以反映在邊境重新開放、更好的產品銷售組合和更好的營運效率下,收入及利潤率表現將向好,目標價相應由0.92元上調至1.73元。(gc/u) ~
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