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《大行報告》瑞銀上調名創優品(MNSO.US)目標價至23美元 評級「買入」
瑞銀發表報告,預料截至3月底止財季,名創優品(MNSO.US)收入按年升24%,其中本地線下業務按年升21%、線上業務則按年持平,以及海外業務按年升40%;同時,該行預料,截至3月底止財季,其盈利按年升236%至3.94億元人民幣,勝於市場預測的3.49億元人民幣,主要是品牌升級令本地業務的毛利率擴張,並料3月底止財季毛利率及淨利潤率分別錄得37.4%及13.6%。 該行預料,截至3月底止財季,公司同店銷售增長最少達20%至30%;該行將其美股目標價由21.9美元上調至23美元,維持其評級為「買入」。
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