《大行报告》里昂升江南布衣(03306.HK)目标价至17元 前景乐观
里昂发表报告指出,江南布衣(03306.HK)2024财年上半年度业绩强劲,收入及纯利分别按年增长26.1%与54.5%,并将2024财年收入与纯利由原预期的按年增长10%以上,上调至按年增长15%以上与30%以上,该行仍认为公司有机会超越有关目标。公司意外宣派每股特别息39仙。
此外,该行提及江南布衣由于商店改造、搬迁及JNBY等多个品牌商店扩张,公司于2024财年上半年度线下同店销售按年增长23.9%。该行预期有关势头在中期而言将持续。
该行对江南布衣2023至2026财年的收入与盈利的年均复合增长率分别预测为12%与19%,主要归因于高利润年轻品牌部门的快速增长、商店持续升级,以及卓越的零售。另维持对其「买入」评级,认为公司前景乐观,目标价由12元上调至17元。
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