瑞银:对高鑫零售转型计划持乐观态度 维持目标价2.4港元
Zhi Tong Cai Jing·2025-12-03 03:24

Group 1 - UBS expresses an optimistic view on the transformation plan of Gao Xin Retail (06808) but remains cautious about the short-term outlook due to intense market competition in delivery platforms [1] - The target price for the stock is maintained at HKD 2.4, with a rating of "Buy" [1] - Management aims to increase the sales proportion of private label products from the current 3% to 10% within three years, and to 20% in the long term [1] Group 2 - The plan includes reducing the number of SKUs and shrinking store sizes to accelerate the launch of new products, which is expected to enhance the product strength of RT-Mart [1]