大行評級|高盛:下調中國中免目標價至79港元 下調2024至26年每股盈測
高盛的研究報吿指,因內地去年4至5月開始打擊代購,令去年同期比較基數高,內地到日韓的外遊增加,預料中國中免海南免税店今年次季銷售按年跌35%,而有關趨勢應在下半年改善,因為海南的航空數據反映逐步復甦,不過機場免税店的復甦部分被網上銷售減少所抵銷。高盛料,公司毛利率將持續改善,次季按季升0.8個百分點至約34%,EBT利潤率按季跌2.4個百分點至13%。該行下調公司2024年至2026年的每股盈利預測16%,目標價由92港元降至79港元,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.