News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
Content Sharing
《大行》大摩降中國中免(01880.HK)目標價至77元 海南免稅銷售增長較預期慢
摩根士丹利研究報告指,考慮到近期市場趨勢及中國中免(01880.HK)首季業績,將公司2026至2027年每股盈利預測下調6%至7%,並將收入預測各下調13%;H股目標價由89元下調至77元,評級「與大市同步」。該行指,3月海南免稅銷售慢於預期,4月數據亦顯示增長進一步減速,將全年增長預測由25%至30%,下調至20%至30%。同時,公司正調整上海及北京機場...
Reset
Send
The window will close in 5 seconds
《大行》大摩降中國中免(01880.HK)目標價至77元 海南免稅銷售增長較預期慢
Close
Recommend
5
Positive
1
Negative
5
 
 

摩根士丹利研究報告指,考慮到近期市場趨勢及中國中免(01880.HK)  +0.100 (+0.175%)    Short selling $9.88M; Ratio 4.399%   首季業績,將公司2026至2027年每股盈利預測下調6%至7%,並將收入預測各下調13%;H股目標價由89元下調至77元,評級「與大市同步」。

該行指,3月海南免稅銷售慢於預期,4月數據亦顯示增長進一步減速,將全年增長預測由25%至30%,下調至20%至30%。

同時,公司正調整上海及北京機場免稅店,預計於今年次季至第三季完成,進度較預期慢。公司亦正整合線上平台,轉型期間銷售或面臨風險。由於機場及線上業務利潤率較低,對盈利影響較小;首季利潤率仍優於預期。(ss/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-14 16:25.)

AASTOCKS新聞

Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.