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港股異動丨新秀麗跌4.2% 匯豐研究下調目標價
格隆匯 10-21 15:15
格隆匯10月21日丨新秀麗(01910.HK)跌4.2%,報15.96港元,成交5782萬港元,總市值228.6億港元。

匯豐研究上個月發佈研報稱,除因貿易關税的不確定性已經嚴重影響了股價外,目前香港市場對集團來説是雙重打擊。美國目前的情況(旅遊業放緩、貿易緊張等)對集團的影響更較大,而美國市場為新秀麗最大的市場,佔去年整體收入達39%。公司亦計劃逐步降低中國採購的比例,或可部分抵銷關税帶來的負面影響。
匯豐研究認為,在較低基數下,預期今年下半年銷售及毛利率會有正面表現,不過相信因貿易而帶來的宏觀不明朗因素及香港目前環境將令新秀麗股價受壓。該行將其目標價由28港元下調至23港元,以反映業務風險因素,惟估值吸引而維持“買入”評級。
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