A股異動|萬辰集團大升超15% 股價創歷史新高 年內累升超1.2倍
萬辰集團(300972.SZ)高開高走,盤中一度大升超15%至83.15元,股價創歷史新高,年內累升超1.2倍,市值約150億元。東吳證券最新發研報指,2020年至2023年零食量販門店數量從1000多家增加至2萬家以上,銷售規模從60億元增加至700-800億元。截止至2024年10月,頭部兩大品牌(“鳴鳴很忙”和“萬辰集團”)的門店數量均突破萬家,頭部品牌市佔率持續提升顯著。該行認為公司成長性優秀,目前估值低於行業平均水平,估值有上升空間。預計2024-2026年公司營收分別為308/481/576億元,同比增長231%/56%/20%;歸母淨利為2.1/4.6/6.7億元,同比增長358%/114%/47%;對應PE為61/28/19X;首次覆蓋並給予“買入”評級。(格隆匯)

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.