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大行評級丨花旗:相信東方甄選能充分把握春節季節性贈禮激增需求 予“買入”評級
格隆匯 01-03 10:25
花旗發表報吿指,東方甄選股價自12月19日以來已累升約30%,主要由於其在微信商店小程序生態系統中較早採用微信新推出的送禮功能帶動。該行相信東方甄選處於有利位置,能夠充分把握春節季節性贈禮激增需求,原因包括公司具備利用微信社交商務平台動力的潛力;在微信龐大的生態系統中擁有新送禮功能的先行者優勢;及微信將技術服務費門檻從5%降至2%的友好措施。但隨着商户基礎擴大和競爭加劇,節後情緒可能會恢復正常。該行予其目標價18.5港元,評級“買入”。
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