智通财经APP获悉，里昂发布研报称，将新秀丽(01910)今年全年销售预测下调至同比跌6%，经调整纯利预测下调至同比跌25%，以反映短期旅业弱势;目标价由30港元下调至22港元，考虑估值不高及未来前景有望改善，以及未来双重上市带来重评机会，仍维持“高度确信跑赢大市”评级。
里昂预计新秀丽今年第二季销售按固定汇率计算将同比下跌6%，较首季的5%跌幅进一步扩大，主要受到旅游需求减弱的影响，与该行日前的奢侈品消费调查结果相符。里昂又预期，次季新秀丽毛利率及经调整EBITDA利润率将分别维持于59%及16.6%，按季大致持平，相信在低基数及旅客量回升带动下，至第三季可出现按季改善。在次季业绩出炉前，该行降其2025至27年收入预测7%至10%，降经调整EBITDA预测18%至19%，降经调整纯利预测23%至28%，以反映旅客压力及关税不确定性。
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