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Sa Sa International Holdings Limited 2019-09-20T11:18 財經茄呢啡 莎莎國際(0178)日前發盈警預告首5個月錄得虧損後,高盛將莎莎目標價由原來1.8元削13.9%至1.55元,維持「中性」評級。高盛表示,受示威活動影響,拖累來港遊客人數在7月下跌5.5%,屬兩年來首見。預期莎莎的港澳同店銷售由今年直至明年3月,都會出現倒退。莎莎昨日曾跌2.3%至1.67元,收市倒升1.2%至1.73元。
Sa Sa International Holdings Limited 2019-07-27T10:44 財經茄呢啡 暴跌10.8%!日前,香港化妝品零售企業莎莎國際控股有限公司(簡稱「莎莎國際」)發布了第一季度(2019年4月1日至6月30日止)未經審核的最新銷售數據財報。財報顯示,莎莎國際持續經營業務實現營業額約18.86億港元(約合人民幣16.6億元),同比消退10.8%。盡管在6月份發布的年報已經對業績消退打了預防針,可不得不說莎莎國際最新發布的首季度數據還是非常難看。
Sa Sa International Holdings Limited 2019-07-27T10:44 財經茄呢啡 化妝品零售業者「莎莎國際」直言截至6月,港澳的同店銷售3個月掉了15.3%,反送中示威沖擊他們部分門市,與去年同期呈高度反差。
Sa Sa International Holdings Limited 2019-07-27T10:44 財經茄呢啡 零售股則個別發展,周大福及卓悅控股分別跌2.5%及0.6%;莎莎國際則漲0.9%。有證券分析員直言,香港近期示威活動令到內地游客消退,壓抑本港零售銷售,街鋪租金料受壓,預料截至二○二○年三月底止年度,零售商將可節省3%租金支出成本,或有助抵銷部分零售商盈利下降的影響。
Sa Sa International Holdings Limited 2019-07-27T10:44 財經茄呢啡 莎莎國際不錯的,但香港零售市道轉弱,加上外圍經濟的風險,都令這股中短期股價不利,這刻處合理區較下部,其實都有投資價值,分注投資可以,但就要長線,慢慢先有收成。
Sa Sa International Holdings Limited 2019-07-27T10:44 財經茄呢啡 香港多家大型零售企業發布中期業績,直言近期銷售業績疲弱,發出利潤警告。化妝品零售商卓悅控股及莎莎國際均直言,受示威活動影響營業額大幅回落,嚴重影響銷售業績。
Sa Sa International Holdings Limited 2019-07-12T09:46 財經茄呢啡 莎莎港澳市場首季的整體交易宗數下降8%至460萬宗,當中本地客及內地客分別下跌1.6%及12.9%,每宗交易平均金額則分別下跌1.2%及3.8%,以致整體每宗交易平均金額下跌5.2%至341元。港澳以外市場方面,零售及批發業務營業額跌3.6%,整體零售及批發營業額為18.861億元,按年跌10.8%。
Sa Sa International Holdings Limited 2019-07-12T09:46 財經茄呢啡 政府提出《逃犯條例》修訂後,6月至今出現多次大型集會遊行,化妝品股莎莎國際(0178)表示,社會事件影響部分店舖生意,令6月下旬銷情受壓,港澳首季(4月至6月)同店銷售按年跌15.3%,是3年以來最差。
Sa Sa International Holdings Limited 2019-07-06T10:36 財經茄呢啡 消費及零售股今天亦受壓,昨天已發布全年業績的莎莎國際,今天大幅下跌6.6%,收市報2.25元,維他奶國際曾見1個月新低,收市報38.75元,跌8.9%。藍籌股恆安國際跌2.7%,收市報56.7元。
Sa Sa International Holdings Limited 2019-07-06T10:36 財經茄呢啡 摩根大通發表報告,引述莎莎國際管理層直言,4至6月本港同店銷售錄得跌幅15%,重要受累於銷售牛皮,及社會緊張局勢影響,若局勢持續,或影響內地游客訪港,公司收入將面對下行風險。因此降目標價0.4港元至2.5港元,投資評級保持中性。
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