《大行報告》里昂升江南布衣(03306.HK)目標價至17元 前景樂觀
里昂發表報告指出,江南布衣(03306.HK)2024財年上半年度業績強勁,收入及純利分別按年增長26.1%與54.5%,並將2024財年收入與純利由原預期的按年增長10%以上,上調至按年增長15%以上與30%以上,該行仍認為公司有機會超越有關目標。公司意外宣派每股特別息39仙。
此外,該行提及江南布衣由於商店改造、搬遷及JNBY等多個品牌商店擴張,公司於2024財年上半年度線下同店銷售按年增長23.9%。該行預期有關勢頭在中期而言將持續。
該行對江南布衣2023至2026財年的收入與盈利的年均複合增長率分別預測為12%與19%,主要歸因於高利潤年輕品牌部門的快速增長、商店持續升級,以及卓越的零售。另維持對其「買入」評級,認為公司前景樂觀,目標價由12元上調至17元。
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