大行評級|高盛:下調中國中免目標價至72港元 下調今年至2026年每股盈測
高盛的研究報吿指,中國中免旗下的海南免税店在7月錄得日均銷售5400萬元,按年跌36%,6月則錄得日均5200萬元,按年跌33%,主要受消費者人數下跌拖累。連同非免税品的銷售,該行估算海南免税店今年首七個月銷售按年跌25%至267億元,從而下調今年全年預測,料按年跌22%至450億元,預期明年將會在正常基數下錄得10%的反彈。高盛考慮到海南免税店銷售疲弱加上調整了對市中心免税店的預期,降公司今年至2026年各年每股盈利預測介乎3%至4%,H股目標價由79港元降至72港元,評級“買入”。
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