摩根士丹利研究报告指,考虑到近期市场趋势及中国中免(01880.HK) 首季业绩,将公司2026至2027年每股盈利预测下调6%至7%,并将收入预测各下调13%;H股目标价由89元下调至77元,评级“与大市同步”。该行指,3月海南免税销售慢于预期,4月数据亦显示增长进一步减速,将全年增长预测由25%至30%,下调至20%至30%。同时,公司正调整上海及北京机场免税店,预计于今年次季至第三季完成,...
Source Link摩根士丹利研究报告指,考虑到近期市场趋势及中国中免(01880.HK) 首季业绩,将公司2026至2027年每股盈利预测下调6%至7%,并将收入预测各下调13%;H股目标价由89元下调至77元,评级“与大市同步”。该行指,3月海南免税销售慢于预期,4月数据亦显示增长进一步减速,将全年增长预测由25%至30%,下调至20%至30%。同时,公司正调整上海及北京机场免税店,预计于今年次季至第三季完成,...
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