《大行報告》大摩相信高鑫零售(06808.HK)未來15日內股價將升評級「與大市同步」
摩根士丹利發表技術研究報告,相信高鑫零售(06808.HK)未來15日的股價將會上漲,並估計出現的可能性達80%以上,這是由於公司中期純利表現較市場預期高出5%。
大摩認為,在公司對網絡的投資下,投資者將會看到盈利有穩定增長。雖然上半年收入表現仍然低迷,同店銷售(撇除電子產品)下跌1.76%,但管理層預期將會出復甦趨勢,旗下的歐尚及大潤發的整合已大致在上半年完成。投資評級「與大市同步」。
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