《大行報告》大和上調新秀麗(01910.HK)目標價至31元 評級「買入」
大和發表研究報告指,將新秀麗(01910.HK)目標價由27.5元上調至31元,對應今明兩年每股盈利預測約15倍,指出公司4月收入增長加快,部分主要市場表現較今年首季持續改善,其中北美、亞洲及拉丁美洲收入增長分別加快至6.4%、23.5%及75.8%,但歐洲市場則出現放緩,主要是由於新倉庫軟件應用的影響。
大和重申對新秀麗的「買入」評級,並將2023至2025核心每股盈利預測上調6%至15%,認為在全球旅遊市場復甦的帶動下,中國出外旅遊趨勢再現,因此相信亞洲仍是未來增長一大亮點。
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