Analyst Research Report Snapshot

Title:

海尔电器 (01169 HK) 投资咨询部港股交易推荐

Price:

$46.00

Provider:

Guotai JunAn (HK) Research

Date:

16 May 2013

Pages:

6

Type:

AcrobatPDF

Companies referenced:

1169.HK

Available for Immediate Download
Summary:

最新13年一季度公司盈利上升25%至3.96亿元人民币,收益上升14%至142亿,好过预期。凭借优化产品组合、成本管控、品牌优势,预计13年毛利率可稳步上升,公司预期13年全年热水器和洗衣机维持低双位数增长,同时扩大非海尔品牌产品占物流业务总额的30%。今年暂停海尔品牌店扩张,主力深耕三四线及农村市场,由于日日顺拥有庞大的物流配送体系,因此能急速占据市场优势,该部分业务利润及利润率增量客观。此外,电商方面,与英国电商Argos合作的爱顾商城关闭影响有限,“海尔商城”以及“海尔美乐乐店”是今年看点。目前市场目标价15.11港元,潜在上升空间15.52%。

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