《大行報告》中金削高鑫零售(06808.HK)目標價至2.3元 競爭加劇等拖累上半財年業績
中金發表報告指出,高鑫零售(06808.HK)截至9月底止中期錄得收入357.7億元人民幣,按年跌11.9%;虧損擴大至3.6億元人民幣,去年同期虧損7,000萬元人民幣。每股虧損4分,符合公司此前盈警及市場預期。
該行指出,考慮到行業競爭激烈,將高鑫零售2024及2025財年收入預測下調各7%,至782億及800億元人民幣,並將淨利潤預測分別由1.7億及4.3億元人民幣,下調至虧損1.5億及盈利3.2億元人民幣。維持對其「跑贏行業」評級。考慮盈利預測調整及市場風險偏好變化,下調目標價32%至2.3元。
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