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《大行報告》中金下調波司登(03998.HK)目標價至4.5元 評級「跑贏行業」
阿思達克 06-29 15:23
中金發表研究報告指,波司登(03998.HK)2023財年的收入按年增3%至168億元人民幣(下同),純利增4%至21億元,低於該行預期,主要是由於疫情影響到銷售。公司派末期息13.5港仙,意味著派息率為83%。 該行考慮到零售環境尚未恢復,下調集團2024財年每股盈測6%至0.24元,而2025財年則預計為0.29元,維持「跑贏行業」評級,目標價下調14%至4.5元,以反映近期服飾板塊的估值中樞回落。
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