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港股異動丨持續回購,名創優品高開近4%
港股名創優品(9896.HK)高開3.76%報42.8港元。隔夜美股名創優品收升9.89%報21.89美元,折算成港股市場價格為43.93港元/股。名創優品近日持續回購,於1月3日斥資約366.03萬港元回購股份9.4萬股,每股回購價格為38.7962-39.0305港元;1月2日耗資989.26萬港元回購25.8萬股,每股回購價37.6442-38.8743港元。另外,銀河證券近日發佈研報稱,首予名創優品“推薦”評級,基於針對其門店擴張預期和單店經營的判斷,預測2024/2025/2026FY將分別實現營收147.63/181.21/216.91億元,淨利潤24.52/30.2/36.14億元。國信證券發佈研報稱,首予名創優品“買入”評級,預計FY2024-2026年歸母淨利潤為22.91/28.42/34.4億元,目標價45.3-50.6港元。作為全球折扣零售商龍頭公司,以優秀的產品力和高效供應鏈為基礎,在當前性價比消費趨勢下實現業績快速增長。未來隨着公司繼續推進品牌升級和超級門店戰略,單店店效提升和門店擴張有望共同推進,從而支撐業績持續高速增長。

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