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研報掘金|華泰證券:首予名創優品“買入”評級 目標價60.26港元
華泰證券發佈研究報吿稱,首予名創優品“買入”評級,目標價60.26港元。依託中國供應鏈在全球的比較優勢,憑藉着以產品經理為中心、基於深刻消費者洞察,名創優品持續向市場推出高性價比日雜產品,並透過因地制宜的通路擴展模式,在海內外較快擴張。該行預計,公司2024-25財年(6月底止)經調整淨利能分別達22.2億元及27.2億元,考慮到公司在海外業務仍在高速發展階段、TOP TOY品牌處於培育期且成長潛力大,給予2024財年32倍市盈率。
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