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《大行報告》瑞信上調名創優品(MNSO.US)目標價至22美元 評級「跑贏大市」
瑞信發表報告指,名創優品(MNSO.US)在2023財年次季收入按年跌10%至24.94億元人民幣,經調整後純利按年升82%至3.73億元人民幣。該行指,公司過去數個季度持續出現勝於預期的盈利表現,為未來在內地及海外市場的增長潛力注入信心,以及長遠來看,這能提高其知名度,令其淨利率達中位數增長。該行料公司今年在內地及海外淨開店數目分別達300間及400間。 該行指,將名創優品今年、明年及2025年每股盈測各上調14%、27%及27%,並料公司在2022年至25年收入及調整後淨利潤年均複合增長率分別達18%及50%,同時將其目標價由18美元上調至22美元,重申「跑贏大市」評級,為該行在內地零售股中首選。(ca/w) ~
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