港股异动 | 巨子生物(02367)涨超4% 机构称可复美产品竞争力仍较强 可丽金有望成为第二增长源头

智通财经
Jul 07

智通财经APP获悉,巨子生物(02367)涨超4%,截至发稿,涨3.96%,报56.45港元,成交额3.42亿港元。

招银国际指出,经历舆情事件以后,由于可复美的产品力仍然具备强劲的竞争力,该行认为公司的销售将会逐步复苏。公司将通过继续投入销售费用,修复品牌形象,促进销售的复苏。由于公司的销售费用率低于同行,因此费用仍有增长的空间,从而带来收入的增长。

该行指出,受益于公司双品牌和双渠道的布局,可复美线上销售的短期疲弱对于公司整体影响有限,可丽金以及可复美线下的销售不受影响,这两部分合计占收入约35%,仍在高速增长。该行预计可丽金的经销商渠道调整已经基本完成,同时线上渠道增速大幅提升,线上销售增速超过可复美,有望成为公司的第二增长源头。股价调整后估值非常具吸引力。

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