华泰证券发表研究报告指,高鑫零售(06808.HK) 的股权交易取得进展,而且去年以来,随新管理层策略调整,公司经营转型取得成效,去年9月底止2025财年上半年实现按年扭亏,M会员店、中超等新业态拓展持续推进。今次股权交易买方为资深另类资产管理机构,具备丰富消费品行业投资经验,或有助公司经营调整更进一步,关注后续进展。
该行维持公司“增持”评级,目标价由1.82元升至2.6元╴相当于预测2026财年市盈率47倍。另外,该行维持对公司2025至2027财年纯利预测4亿元人民币(下同)、5亿及6.6亿元。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-02 12:25。)
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