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《大行報告》美銀證券上調歐舒丹(00973.HK)目標價至36元 評級「買入」
阿思達克 11-30 09:40
美銀證券發表報告,指歐舒丹(00973.HK)截至今年9月底止中期銷售額和純利分別按年增長13%和298%,而經營溢利率略微落後於該行預期,因Elemis在新進入市場的品牌推廣費用前期投入,以及Limelife營運去槓桿化。 儘管圍繞變種病毒Omicron的消息可能帶來更多的不確定性,但鑑於其第三季強勁表現,公司略微提高下半年銷售增長指引和經營溢利率改善,至於其新收購的品牌Sol de Janeiro也可能成爲新的潛在增長動力。 因此,美銀證券將歐舒丹2022財年或2023財年的每股盈利預測分別提高2%及14%,並將目標價由34元升至36元,以考慮新品牌的貢獻,重申「買入」評級,因看好其多品牌戰略。
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