《大行報告》花旗:家得寶(HD.US)上季每股盈利略高於預期 同店銷售稍遜
花旗發表研報告指,家得寶(HD.US)去年第四季業績好壞參半,每股盈利達2.82美元,高於市場預期的2.75美元,惟同店銷售按年下跌3.5%,對比市場預期的下跌2%-2.5%,略遜預期。
展望未來,家得寶預期今年全年同店銷售將下跌1%,每股盈利料提升1%,對比市場預期的增長0.2%及4.1%,公司的指引略低於市場預期。但花旗仍認為指引前景穩健,公司估計今年毛利率及經營利潤率可分別達到33.9%及14.1%,將等待管理層在電話會議上透露更多經營細節及市場展望。
基於略遜預期的業績,該行預期家得寶股價反應將持平或略為下跌,仍給予「買入」評級,目標價333美元。
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