《大行報告》中金升361度(01361.HK)目標價至4.77元 盈喜去年淨利潤略高預期
中金發表報告指,361度(01361.HK)發布2023年盈利預喜,預計今年淨利潤按年增長不低於25%,略高於該行預期。管理層表示2024年春季、夏季、秋季訂單分別按年增長約15%、逾20%,以及15%至20%,並預計2024年有望實現約100億元人民幣營收。
同時,361度管理層計劃2024年將繼續推動全渠道高質量融合發展,提升整體營運效率,並指引2024年361度主品牌和童裝均淨開100至200家門店。
考慮到公司利潤率改善幅度略超預期,中金分別上調對361度2023至2025年每股盈測各3%、3%、2%,至分別46分、55分及65分人民幣,維持「跑贏行業」評級。上調目標價3%至4.77港元。
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