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《大行報告》高盛將名創優品(09896.HK)列入「確信買入」名單 目標價升至34.8元
高盛發表報告,預計名創優品(09896.HK)將在截至6月止2023財年和截至6月止2024財年分別實現66%和28%的強勁盈利復甦,而2023財年和2024財年市盈率預測分別為26倍和20倍,估值不算高,且未反映盈利潛力,將其列入「確信買入」名單,目標價升至34.8元,評級「買入」。 該行認為,名創優品已經為重新開放的主題做好準備,佔銷售額35%至40%的海外業務毛利率正在恢復,而內地業務應從3月23日開始具體改善。除此之外,該行認為其在管理供應鏈、通過品牌升級努力提高價格和加強產品組合方面的能力仍未得到市場充分的重視。
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