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《大行報告》麥格理輕微上調歐舒丹(00973.HK)目標價至38.1元 評級「跑贏大市」
阿思達克 01-26 10:16
麥格理髮表報告指,歐舒丹(00973.HK)截至去年12月底止第三財季銷售淨額爲6.5億歐元,按報告匯率計算增長13.5%,而同店銷售增長5%,重申「跑贏大市」評級,目標價由38元微升至38.1元。 麥格理指,雖然全球Omicron確診病例激增,但歐舒丹同店銷售有所改善。管理層將2022財年的收入指引提高到按年增長15%至16%,營業利潤率亦將達到15%至16%。品牌方面,Elemis和核心品牌將起引領作用,而Sol de Janeiro則略微好過管理層的預期。因此該行將2022財年和2023財年對歐舒丹盈利預期分別提高0.4%和0.6%,以反映2022財年更高的指引。
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