大行評級|交銀國際:下調東方甄選目標價至8.5港元 下調GMV、營收及利潤預測
交銀國際發表研究報吿指,東方甄選2024財年業績顯示,自營品GMV佔比達40%,迴歸正常經營後自營品利潤率將有所恢復,公司亦將加強主播團隊建設和提升品牌影響力,並尋求線下和新東方資源協同。該行考慮與輝同行出售及縮減品牌日活動的影響,下調集團2025財年的GMV、營收及利潤預測43%、19%和33%,又將目標價由13.4港元下調至8.5港元,維持“中性”評級。
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