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大行評級|招銀國際:維持新秀麗“買入”評級 上調目標價至32.9港元
格隆匯 10-08 10:55

招銀國際發佈研究報吿稱,將新秀麗目標價由32.4港元上調至32.9港元,維持“買入”評級,預計第三季收入及經調整EBITDA分別達到9.5億美元及1.8億美元,同比增長20%及36%。全球範圍內的暑假旅遊需求的增長直接利好行李箱和手袋的銷售,受益於固定成本降低,整體成本也自第二季起下降。該行認為,公司財務水平有望超越2019年,估值有望從目前11.4倍預測市盈率向20倍邁進;上調公司2024年淨利潤預測2.6%至4.34億美元,主要反映更高的EBITDA。

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