You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨信達證券:鹽津鋪子內部機制靈活+激勵到位+渠道執行能力強,維持“買入”評級
格隆匯 08-04 14:58
格隆匯8月4日丨信達證券研報指出,鹽津鋪子(002847.SZ)Q2收入環比仍加速超我們預期,實現歸母淨利潤1.34億元,同比+98.9%。中式零食行業格局未定,品類整合和渠道變革有紅利。鹽津鋪子全渠道放量驅動,新品培育明顯加速,收入增長有望持續超預期。預計23年收入為 40億元,上調歸母淨利潤至5.1億元,對應當前PE32X。鹽津內部機制靈活+激勵到位+渠道執行能力強,全力打磨供應鏈及效率驅動下,盈利能力亦有望延續提升。預計23-25年公司每股收益分別為2.59、3.31、4.18元,維持對公司的“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account