《大行報告》瑞信上調JS環球生活(01691.HK)目標價至10.5元 評級「中性」
瑞信發表評級報告指,JS環球生活(01691.HK)去年收入按年升22.8%至52億美元、息稅前利潤則按年持平至5.95億美元,符合該行預期。受惠於全新類別及新市場,公司指引今年收入按年增長10%;由於美國需求低迷、以及中國因從疫情恢復而出現延遲拐點,該行預測其今年增長7.3%。
該行指,考慮到今年關稅豁免,將公司在2022年至23年盈利上調5.3%及0.1%,基於10倍市盈率不變,並將其目標價由10元上調至10.5元,以及其評級爲「中性」。(ca/a)
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