《大行報告》大和上調香港電視(01137.HK)目標價至14.5元 維持「買入」評級
大和發表研究報告指,在消費券計劃及新業務推動下,香港電視(01137.HK)下半年商品成交金額(GMV)將增長強勁,考慮到其股價自1月份以來已累跌約40%,預期利好因素將成爲股價催化劑。
該行指,港視旗下HKTVmall作爲香港最大本地電商平臺,將成爲消費券計劃的主要受惠者,料可從海外電商手上爭取更多市場份額,計劃同時推動電子支付發展,預期亦有助香港網上消費趨勢長遠增長。
另外,公司新業務Shoalter與I.T Limited合作營運時尚品牌網上銷售平臺EESE首次提供貢獻,大和將2021至2023年淨利潤預測上調5%至10%,目標價微升至14.5元,重申「買入」評級。
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