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研報掘金丨華泰證券:傑克股份Q3業績快速增長,維持“買入”評級
華泰證券研報指出,傑克股份(603337.SH)Q3業績快速增長,上調24年盈利預測,考慮到公司盈利彈性較大,給予公司24年24倍PE,目標價39.8元(前值38.2元),維持“買入”評級。Q3國內服裝消費、出口均走弱,公司業績逆勢增長。7~9月離岸人民幣升值約4%,公司24年中報在手美元貨幣4.8億美元,或產生約2000萬的匯兑損失,貼回後歸母淨利潤中位數2.2億,同比+55%。據公司微信公眾號,9 月10日~11 月30日期間,傑克響應國家設備更新政策,開啟“以舊換新”活動,傑克品牌平縫舊機換新可抵款1000元,有望拉動國內產品更新需求。
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