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【港股直擊】瑞信:思捷2015年仍將虧損股價看跌4成 @ 2013-09-11T15: Back Hot News
Keyword:思捷
Concept:思捷2015年 , 43億元8800萬元虧損
《大行報告》瑞信升思捷(00330.HK)目標價至6.9元 評級「跑輸大市」
瑞信發表報告指,思捷環球2013年全年業績遠較預期差,品牌價值每況愈下,整體表現在未來12個月亦無回穩跡象。事實上,思捷已積弱三年,今年無論在銷售、邊際利潤方面均較去年差,而存貨撇減及應收帳款亦較以往高。另外,由於集團欲大大改善以每一平方米作單位的銷量,故會積極行使減價策略。瑞信預計其2014財年的毛利率將由51%降至48.5%,即按年下跌110基點,而其2014年每股盈利則將較綜合分析低兩倍至0.46元,2015年甚或錄得虧損,維持「跑輸大市」評級,目標價由6.6元修訂至6.9元。
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