大摩：降中国中免(01880)目标价至77港元海南免税销售增长较预期慢

智通财经05-05

智通财经APP获悉，摩根士丹利发布研报称，考虑到近期市场趋势及中国中免(01880) 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 港元下调至77港元，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...

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大摩：降中国中免(01880)目标价至77港元 海南免税销售增长较预期慢

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大摩：降中国中免(01880)目标价至77港元海南免税销售增长较预期慢