大行評級|高盛:上調老鋪黃金目標價至976港元 上調2025至27年淨利潤預測
高盛發表報吿指出,老鋪黃金管理層對於實現長期目標每間門店超過10億元的總商品交易額(GMV)具有信心,意味着比2024年的2.59億元水平高出逾兩倍,亦超過包括愛馬仕在內的全球奢侈品牌於2023年的每間門店GMV近5億元水平。
該行將老鋪黃金2025至2027年的淨利潤預測上調23%至45%,主要反映其管理層對銷售前景的樂觀預期,管理層料今年首季銷售按年增長超過一倍,且該行料公司獲得來自高線城市的新店進一步支持,部分抵銷毛利率下降和員工持股計劃費用的影響。
該行將老鋪黃金目標價由553港元上調至976港元,維持“買入”評級。
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.