《大行報告》大和升新秀麗(01910.HK)目標價至37元 評級「買入」
大和發表報告,下調新秀麗(01910.HK)2024-25年每股盈測5%,惟將目標價從36元上調至37元,維持其「買入」的評級,主要是反映市場對其潛在私有化和雙重上市的重估,短期仍可推動股價向上。
新秀麗管理層對亞洲市場看法非常樂觀,預計中國、日本2024年第一季度將各實現約20%收入增長,南韓同期收入增長料達15-17%左右。至於美國和歐洲市場方面,在第一季或仍然充滿挑戰,但Tumi品牌預計可在這些成熟市場實現高單位數甚至雙位數的增長。公司計劃每年開設50至60個銷售點,主要集中在亞洲和歐洲市場,以推動Tumi的擴張。
新秀麗預計2024年將實現10至12%的收入增長,並預期調整後的EBITDA利潤率將年增20至30個基點。
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