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《大行報告》美銀證券調整迅銷(06288.HK)盈測 上調日股目標價
阿思達克 10-16 14:40
美銀證券發表研究報告,將迅銷(06288.HK)日股目標價由6.6萬日圓,上調至7.2萬日圓,以反映對2022財年的估值預期。該行將迅銷2021財年每股盈利預測由1,340.92日圓,上調至1,675.57日圓;2022財年每股盈利預測由2,192.73日圓下調至2,160.24日圓;2023財年每股盈利預測亦由2,602.38日圓下調至2,512.54日圓。

該行相信2020財年的業績反映正面,第四季大中華區銷售跌6%,雖然是十分困難的一年,但經營溢利跌幅只有四分一。除日本和大中華區之外,迅銷大部分地區在上半年面對困難,但相信下半年會迎來強勁復甦。

該行又指,迅銷主要產品線上銷售升20-60%,公司預期未來會進一步上升,將繼續擴大網上銷售市場,而庫存只輕微增加。

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