《大行報告》美銀證券升lululemon(LULU.US)目標價至520美元 評級「買入」
美銀證券發表報告指,lululemon(LULU.US)第三季每股盈利為2.53美元,比該行預期高出26美仙,主要及惠於銷售額增長19%,及營業利潤率擴張80個基點。該行繼續認為,lululemon強大的創新渠道將帶來巨大的市場份額增長和強勁的盈利增長。因此重申「買入」評級,目標價由450美元上調至520美元。
美銀證券指,由於第三季業績超預期,lululemon管理層將2023財年每股盈利指引上調至介乎12.34至12.42美元,其中包括第四季13%至14%的總銷售額增長、以及高單位數的北美地區銷售額增長,低於中期預期,但考慮到「黑色星期五」表現強勁,美銀證券認為該銷售指引或屬保守,並將2023財年每股盈利預測上調22美仙,至12.37美元。
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