統一超(2912)今日有2家券商發布績效評等報告皆評等為看多,目標價區間為266~305元。
預估 2023年度營收約3,036.52億~3,124.51億元間、EPS落在9.99~10.82元間。
值得注意的是,HSBC評等由看空轉向看多,認為:『We raise our 2023e/24e EPS by 5.4%/7.6%, reflecting stronger growth for Taiwan and Philippines 7-Eleven operations. We raise our TP to TWD266 (from TWD232), based on our higher PE multiple of 26.2x and rolling our valuation forward to a 2024e EPS of TWD10.13. With 2.4% implied downside, we upgrade our rating from Reduce to Hold. For us to turn more positive, we would need to see EC business growth picking up again, stronger-than- expected PSD for Taiwan CVS, and/or mainland China CVS turning profitable. Risks include slower e-commerce shipments, as well as revenue growth.』。
想知道更多股市相關資訊,可點擊下方連結,從籌碼K線APP查詢哦!
https://chipk.page.link/RQP7