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大行評級|美銀:下調新秀麗目標價至26.8港元 下調今明年經調整EBITDA預測
格隆匯 08-15 10:57

美銀證券發表報吿指,新秀麗第二季業績遜預期,管理層將全年銷售成長指引目標由高單位數下調為低單位數,因為第三季增長停滯,整體消費情緒疲弱、去年基數偏高、行業競爭和折扣增加是主要拖累因素。

美銀證券下調新秀麗今明年經調整EBITDA預測各4%/5%,降每股盈利預測各4%/6%,並將目標價由28.6港元下調至26.8港元。該行認為,該股今年以來表現落後於恒指,每股盈利風險已被折現。由於其股份回購計劃將於第二季業績公佈後啟動,股東總收益率可能達到9%,在香港上市的消費股中名列前茅,因此重申“買入”評級。

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