INNATURE公司(INNATURE,5295,主板消费产品服务组)封锁期间维持盈利 评级升至加码
●INNATURE公司(INNATURE,5295,主板消费产品服务组)预期第四季开始销售强弹,节庆期间的线上线下渠道料推动需求,联昌研究预期其业务复苏,看高一线与提高目标价。
线上线下销售并行
这家经营美体小铺(Body Shop)的公司,因早作准备而采线上线下销售,即便遇上封锁与行管期,仍成为少数维持盈利的公司之一。
除此,该公司封锁期间获租金回扣、缩减7间表现欠佳店面,也居功不少,营收比其他个人美体商跌幅较低。
分析员说,未来,该公司继续以上述综合销售策略驱动成长,对开更多实体店扩展业务保持谨慎。
该公司已关闭大马2间实体店,并于第四季在越南开一间新店,接下来也打算扩展远程销售渠道,提供多元渠道而确保盈利。
分析员预期从第四季开始,基于节庆与经济重启商场更多人潮(10月11日后,3个营运的国家全面营运),且更多人透过线上购物,预期销售强弹。
该行将评级从“持有”调高至“加码”,在复苏主题下调高目标价,从76仙上修至84仙,本益比为20倍。
分析员说,其估值具有吸引力,2023年本益比16倍,是小资本消费股18倍本益比的29%折价,其上市的平均本益比22.6倍。
至于其ESG(环境、社会与企业监管)获得好评,去年10月起身体力行实现护发护肤与沐浴露的装满站,将在全国及所有营运国度实施,加强瓶罐的再利用。截至去年10月活化了2万4658瓶罐;在大马7个沙滩净滩行动,收取530公斤垃圾。
https://www.sinchew.com.my/20220115/innature%E5%B0%81%E9%94%81%E6%9C%9F%E9%97%B4%E7%BB%B4%E6%8C%81%E7%9B%88%E5%88%A9-%E8%AF%84%E7%BA%A7%E5%8D%87%E8%87%B3%E5%8A%A0%E7%A0%81/
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