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《大行報告》匯豐研究上調新秀麗(01910.HK)目標價至30元 評級「買入」
阿思達克 02-08 09:47
匯豐研究發表報告指,新秀麗(01910.HK)與所有消費品牌一樣,去年第四季內地業務出現嚴重中斷,但隨內地重新開放將抵銷上述影響。該行預計,集團今年的盈利將出現顯著增長,每股盈利料按年增長54%,市盈率亦非常有吸引力,又提高2023至24年的經調整EBITDA預測4%。該行將其目標價由29元上調至30元,以反映股票仍被低估,並有很大上升空間,維持「買入」評級。 該行預計,集團今年收入可能與2019年持平,達逾36億美元。然而,基於集團成本合理化等因素,今年調整後的EBITDA利潤率實際上可能比2019年高3.5個百分點,達到銷售額約17%。
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