泰国零售巨头CP All Public Co Ltd（CPPCY）第二季度业绩增长动能强劲。大华继显分析师Tanapon Cholkadidamrongkul在最新研究报告中指出，利润率扩张、便利店业务持续走强及子公司CP Axtra的利润贡献，将共同推动该公司业绩增长。
得益于7-Eleven便利店、万客隆批发超市及莲花零售门店的新店销售贡献，该公司当季营收额预计同比增长2.5%。但值得关注的是，该券商将目标股价从79泰铢下调至63泰铢，以反映其市盈率估值预期的调整。
尽管目标价遭下调，大华继显仍维持对该股的"买入"评级。市场对此反应积极，该股周二收盘上涨2.8%至46泰铢。分析师强调，便利店板块的韧性与子公司协同效应将成为未来业绩的核心驱动力。
道琼斯通讯社 当地时间7月15日
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