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《大行報告》星展微升新秀麗(01910.HK)目標價至43.32元 前景保持正面
阿思達克 01-05 09:57
星展發表評級報告指,料新秀麗(01910.HK)本財季收入較預期按季增長更為疲軟,該股價在過去12個月跑贏恆生指數約40%,見市場有從中獲利活動。 該行指,公司今年在北美及歐洲市場銷售勢頭持續回復正常,同時商務旅遊及亞洲市場均呈良好增長,利好整體表現,而即將到來的催化劑包括2月農曆新年期間的強勁旅遊熱潮。公司的產品組合較佳和營運槓桿均可提高利潤率。 該行表示,對公司前景保持正面,將公司在2023年至2024年銷售及盈利預測均下調3%,在2023年至25年複合年均增長率盈利預測達19%。該行將其目標價由43.3元上調至43.32元,維持其評級為「買入」。(ca/w) ~
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