里昂发表研究报告，预计新秀丽第二季销售按固定汇率计算将按年下跌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；预计毛利率及经调整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。 里昂将新秀丽今年全年销售预测下调至按年跌6%，经调整纯利预测下调至按年跌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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.