江南布衣(3306.HK)漲超11%,投行料全財年收入按年升32%創新高
格隆匯7月28日丨江南布衣(3306.HK)大幅反彈逾11%,此前創歷史新高後股價最高回撤達22%。現報16.4港元,總市值85億港元。
江南布衣近期發盈喜,料截至6月底止年度純利按年升逾80%,勝市場預期約30%。
匯豐研究料純利增加受惠於紡織板塊快速反彈及集團品牌投資見成效,帶來穩固去化率;以及2021上半財年經營開支減省。該行料公司全財年收入按年升32%創新高。公司估值較同業仍有10%折讓,在長遠增長展望改善下,料有進一步估值重評空間,維持買入評級。
花旗發表研究報吿指,江南布衣復甦步伐理想,公司對品牌及會員制度持續投入,預期6月底止全財年收入將按年升30%,並估計有部分營銷預算將留待下個財年使用,基於業務好過預期及前景向好。

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