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《大行報告》美銀證券降高鑫零售(06808.HK)目標價至2元 仍未走出困境
阿思達克 03-22 16:41
美銀證券發表報告,將高鑫零售(06808.HK)目標價由3.2元下調至2元,維持其「買入」評級,認為公司仍未走出困境,估計今年下半年同店銷售有中至高單位數跌幅,收入按年將跌10%以上。 該行認為公司盈利可見度仍低,主要因為消費者轉向價值提升,將會拖累商品的平均售價,而其他零售渠道如折扣店興起,亦會影響同店銷售表現,估計大賣場數目將會減少,除了拖低整體銷售額外,亦引致攤銷或出售相關虧損。近期有傳其主要股東有意進行重組,若果能夠引入具有資源的策略投資者,有助改善長遠前景。
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