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《大行報告》瑞銀上調名創優品(MNSO.US)目標價至33美元 評級「買入」
瑞銀發表報告指,名創優品(09896.HK)(MNSO.US)截至今年9月底止首財季經調整後收入達37.91億元人民幣及6.42億元人民幣,分別按年升37%及54%,均勝於預期。 該行指,公司首九個月在國內及海外市場分別淨新增477間及198間分店,並目標截至下個季度止,在國內及海外市場各淨新增100至200間分店,並料明年會加速且專注於直接營運市場,尤其是美國和加拿大。 該行將公司在2024年至26年每股盈測下調0%至2%,因預期銷售開支較高,抵銷了毛利率改善的利好因素,目標價則由32.5美元上調至33美元,維持評級「買入」。(ca/k) ~
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