《大行報告》瑞銀上調名創優品(MNSO.US)目標價至21.9美元 評級「買入」
瑞銀發表評級報告指,名創優品(MNSO.US)在2023財年次季收入按年跌10%至25億元人民幣,大致上符合該行預期,而經調整後純利為3.73億元人民幣,勝於該行預期的2.91億元人民幣,毛利率則提升至40%,亦好過預期。
該行指,管理層對於本季內地(20%)及海外市場(30%至40%)的收入增長正面,同時維持今年在內地及海外市場淨開新店指引分別為250至350間、以及350至450間。
該行將公司在2023至25年每股盈測上調7%至8%,並將目標價由20美元上調至21.9美元,維持其評級為「買入」。(ca/u)
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