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《大行報告》花旗升高鑫零售(06808.HK)目標價至11.4元評級「中性」 @ 2013-03-20T03: Back Hot News
Keyword:高鑫零售 銷售 大行 去年 目標價至
Concept:目標價至10元 , 去年同店銷售
【記者張靜報道】高鑫零售(6808)首席執行官兼歐尚中國董事長梅思勰表示,去年集團同店銷售增長3.3%,較去年內地通脹率2.6%,僅輕微高0.7個百分點,但較預期差,主要由於高價白酒及禮盒銷售放緩所致。今年首兩個月同店銷售表現較去年有改善,全年同店銷售增長(SSSG)目標為國內通脹率基礎下加1至2個百分點。
瑞銀報告指,高鑫零售(06808.HK)去年盈利大致符預期,雖然收入較預期少4%,但是毛利率及成本控制佳可抵銷。去年同店銷售增長由8.8%放緩至3.3%,即下半年同店銷售增長接近2.1%,與通脹走勢相若。由於基數低,今年2月份通脹率擴至3.2%,因此預期今年集團同店銷售增長可改善至5%。

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