《大行報告》中金升名創優品(09896.HK)目標價至63.96元 維持「跑贏行業」評級
中金發表報告指,名創優品(09896.HK)(MNSO.US)2024財年首季度收入按年增長37%至38億元人民幣,non-IFRS淨利潤按年增長54%至6.4億元人民幣,業績好過該行預期,主要因為毛利率提升幅度超出預期。考慮其超出預期的利潤率表現,上調2024及2025財年每股盈利預測3%,分別至1.84和2.22元人民幣。
中金維持名創優品港股和美股「跑贏行業」評級。考慮公司持續的業績超預期帶動估值提升,分別上調公司港股和美股目標價8%和10%,至63.96港元和33.51美元。
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