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《大行報告》美銀證券升Costco Wholesale(COST.US)目標價至865美元 評級「買入」
阿思達克 03-11 11:05
美銀證券發表研究報告指,Costco Wholesale(COST.US)第二季度每股盈利錄3.71美元,高於該行預測的3.55美元,當中不包括派發特別股息的相關稅務優惠。在全球客流量增長的帶動下,公司總營業額增長5.8%,當中美國銷售額增長4.8%。 投資者或憧憬Costco宣布提高會員收費,但美銀認為在會員總數增長、滲透率提升及續費率不斷提高的支持下,會員費收入(MFI)應可持續大幅增長。考慮到第二季度表現較好,該行將2024財年每股盈利預測從15.9美元上調至16.02美元,明年預測則從17.9美元上調至18.25美元,看好MFI及客流量的增長勢頭。 美銀重申「買入」評級,預期Costco將取得更多市場份額,將其目標價從770美元上調至865美元,對應2025財年每股盈利預測的約47倍。
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