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梁文軒先生 (Eddie Leung)
助理經理

現任職輝立助理經理,對投資股票、期權經驗豐富。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
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莎莎國際(00178)

Friday, December 20, 2019 Views5998

莎莎為亞洲區內數一數二的化妝品零售集團,但截至2019年9月止六個月,集團表現令人失望, 去年同期錄得2.029億港元盈利,但今年同期業績轉盈為虧,營業額下降15﹒7%至34﹒94億元,股東應佔虧損3653萬元,整體毛利減少20﹒4%元和毛利率下降2﹒2%;(尤其香港及澳門:營業額下降18%至28﹒9億元,佔總營業額82﹒7%),亦有持續下跌趨勢。因為莎莎在香港及澳門業務相當倚賴內地客人,目前環境看不到短期會有很大的變化,另外,莎莎在業績報告中討論不少策略,例如發展O2O新零售,調整品牌產品策略和節約成本等等,但短期內是應該無法看到效果,儘管目前價格已經下降到非常吸引的水平,相信現在仍不是買入的時候。

 

 

參考資料來源:

www.etnet.com.hk

 

本人為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有<178>證券的所有相關財務權益

 

 

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